The new year promises to be tricky for bond investors after the US Fed signaled an end to the era of ultra low rates in December.
Category: Asset Class in Focus
Malaysian investors turn to foreign funds
The AUM of foreign-invested strategies in Malaysia was up 30.5% to $6.8bn (M$29.6bn) for the first ten months of the year, according to Morningstar data.
Are EM equities going to surprise in 2016?
Typically shunned by investors, emerging markets may be ready for a second look in 2016.
Stock-picking while Vietnam rises (again)
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.
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.
