Sector investing through ETFs provides more targeted exposure than growth and style investing, without the risk level of single stocks.
Category: Asset Class in Focus
Market `underestimates’ SDR basket inclusion
The RMB fixed income market will benefit if the IMF puts China’s currency in the Special Drawing Rights basket of reserve currencies, according to Raymond Gui, portfolio manager at Income Partners.
Rate cuts help Chinese Real Estate, but risk remains
The Chinese real estate market should improve in the fourth quarter, following a series of interest rate cuts, sources said.
Interest turns to China’s new economy plays
As China’s economy slows, fund houses are betting on growth opportunities in the emerging consumption and services economy.
Brazil’s troubles hit equity funds
Political and fiscal turmoil has sent Brazil-focused funds into negative territory, data from FE Analytics shows.
Fed inaction prompts Barings allocation moves
In view of the US rate hike that didn’t happen, Sonja Laud, head of multi-asset income at Baring AM, made some recent tactical allocations.
RBC WM stays with China equities
The People’s Bank of China has plenty of firepower left to offset a slowing economy, according to RBC Wealth Management, and “China’s total growth is not falling off a cliff.”
Is the shine on commodities returning?
The world is awash in crude and holds a surplus of metals, but a subtle shift may be starting to take shape among industry players.
China’s middle class now largest worldwide
Funds that focus on China consumption are among those that should benefit from the expanding Chinese middle class, which has overtaken the US to become the world’s largest.
Selective picks of Japan equities
The OECD slightly reduced its forecast of Japan’s economic growth to 0.6% from 0.7% for the year, but industry sources say certain sectors and companies remain good investment opportunities.
