Europe and Japan equities are favoured, but a key investment risk is China’s GDP surprising to the downside, said Edmund Yun, executive director and head of investment for Asia, who shared his second half views with Fund Selector Asia.
Category: Asset Class in Focus
Pictet builds cash holdings
Pictet Asset Management is reducing equity exposure and raising cash holdings as the expected US rate hike approaches.
Reform aside, there’s the other India
Reform is not the only reason to invest in India, according to Sunil Asnani, portfolio manager at Matthews Asia, who looks for SMEs with pricing power.
Nikko: Be patient with India reforms
After a good run in 2014, Indian markets have disappointed investors this year due to lack of improvement in corporate sector earnings and no major progress in big reform initiatives.
Spotting cheap shares in China turmoil
Nikko Asset Management Asia has an overweight view on China and the firm used the recent market correction to increase exposure to Chinese companies listed in Hong Kong, said Peter Sartori, head of equity.
Equities it is, says Investec
Lower oil prices are starting to drive the global economy and growth-oriented assets such as equities stand to benefit, according to John Stopford, co-head of multi asset at Investec Asset Management.
China’s Q2 growth fails to impress
China beat market expectations with a 7% year-on-year growth for the second quarter. But in the second half, fund houses are concerned about the financial sector.
European equity yields trump corporate bonds
Currently some 70% of listed European equities have a dividend yield higher than European credit, according to Stan Pearson, head of European Equity at Standard Life Investments.
Survey: Singapore investors shift from multi-asset
Singapore retail investors have made a significant allocation shift over the last six months away from multi-asset and balanced funds into equity funds, bond funds and hedge funds.
Ideas for Asian dividend yield
Asian dividend yield remains a strong theme despite the widely- anticipated US rate hike, said King Fuei Lee, fund manager for Asia ex-Japan equities at Schroders.
