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.
Category: Asset Class in Focus
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.
Asia ETFs attract $1.2bn in October
Exchange traded funds listed in Asia-Pacific racked up the fifth consecutive month of positive net inflows, according to research firm ETFGI.
Consumption plays on China’s next five-year plan
After the unveiling of the broad themes for China’s 13th Five- Year Plan on 3 November, President Xi Jinping provided some data to complement the qualitative report, Axa Investment Managers said.
Asia sees huge outflows from mixed asset
About $105bn flowed out of mixed asset products in Q3, and total net flows from retail investors were down by more than half, according to data from Strategic Insight.
Smaller companies growing at a faster pace across Europe
European small caps have outpaced their large-cap counterparts for several years. Head of Natixis Asset Management’s European small-cap team, Thierry Cuypers, explains why this trend should last a bit longer.
UBS: Hong Kong RE in bubble territory
UBS Wealth Management’s bubble index shows London and Hong Kong at the highest risk globally for a housing market bubble.
Asia selectors tilt toward Europe
Asia-based fund selectors overwhelmingly hold a strong preference for European equities, according to a survey at FSA’s investment forums in Hong Kong and Singapore.
Contrarian moves on EM exposure
Claire Shaw explains why she recently increased weighting to European companies with heavy exposure to out-of-favour emerging markets.
