Market turnover in Hong Kong broke a record this week as a multi-day rally continues. But according to Schroder Investment Management, the momentum is not based on fundamentals.
Category: Asset Class in Focus
Asia ex-Japan equity fund returns
Top performing Asia ex-Japan equity funds show a significant allocation to India and China, suggesting a rare alignment of optimism about Asia’s two key economies.
Dont overlook EM dividends
Roughly 90% of companies represented in the MSCI Emerging Markets Index pay dividends, according to a research note by Capital Group.
Good time to overweight Indian sovereigns
Reform efforts in India could lead to an upgrade in the country’s sovereign rating, and further rate cuts could raise portfolio valuations, according to Philippe Jauer, chief investment officer, Amundi Asset Management.
The case for senior loans
Lower volatility and less risk of default-related losses than high yield bonds make senior loans an attractive way to generate income, writes Jeff Bakalar, managing director and group head of the senior loan group at Voya Financial, in sponsored commentary.
Henderson senses shift in Asia dividend payouts
Asian companies have been comparatively conservative with dividend payouts, but potentially strong cash flow generation seems to be changing that, said Sat Duhra, fund manager on the Asia Pacific equities team at Henderson Global Investors.
Asia investment grade looks attractive
Aviva Investors is cautious on investment grade credit spreads in Asia in the short term, but has a more constructive view on the asset class in the medium term given attractive valuations.
China’s equity market set for a re-rating: Baring
Baring Asset Management sees the potential for a re-rating of the Chinese equity markets after the Chinese New Year holidays.
Liquid alternatives to take share from hedge funds
The hedge fund industry is under strong competitive pressure to change, yet managers remain generally optimistic, according to a survey from State Street.
Strong tailwinds for India fixed income
Indian bonds ended 2014 on a strong note, continuing upward momentum into 2015. HSBC Global Asset Management believes that falling interest rates, a newly elected reform-minded government, credible central bank and lower oil prices are all positive developments for this market going forward.
