After past disappointments, the economy and markets have recalibrated and the country has some strong tailwinds, said Thu Nguyen, lead portfolio manager of Vina Capital’s VCG Partners Vietnam Fund.
Category: Asset Class in Focus
Small cap positioning for 2016
Patrick Kuhner, client portfolio manager at Rosenberg Equities Asia, discusses the impact of a US interest rate hike on small caps as well as specific consumer plays in the asset class.
Commodities will slow for a decade: JO Hambro
Only three times in the past 150 years has there been a collapse of commodity prices of the current magnitude, and it should be largely positive for Asia, said Samir Mehta, senior fund manager at JO Hambro.
Taiwan’s tech sector hit by fall in demand
Slower smartphone sales and weak demand for other electronics have caused a major sell-off in Taiwan’s tech sector, according to JP Morgan.
Slim returns for Malaysian equity funds this year
Malaysian equity funds appear set to end the year with weak returns against a backdrop of low commodity prices and souring investor sentiment.
China pledges to support services sector
China’s State Council has promised to strengthen support for consumer services in its first policy targeting the sector.
Is making Japan Post private a game changer?
The November IPO of Japan Post could prove to be a transformative event because it has the potential to activate the country’s retail investor base, according to WisdomTree Europe.
The BRICs acronym was all marketing
Treating the BRIC nations as a single investment bloc “was a triumph of marketing over economic analysis,” said Kevin Gardiner, Rothschild WM’s global investment strategist.
The view on India’s SOEs
HSBC GAM is overweight some government-linked sectors in India, in particular financial and energy enterprises.
Baring says oil rout way overdone
Negativity toward the oil sector is so widespread that the market is pricing in virtually zero growth, according to Baring Asset Management.
