Mining and resource funds are coming under pressure after industry players assaulted Glencore’s share price on 28 September 2015.
Category: Asset Class in Focus
Morningstar reveals China onshore fund bets
The Stock Connect and Mutual Recognition of Funds initiatives have prompted the research firm to issue calls on China’s onshore funds through a China “best ideas” list.
Rate hike still likely this year: fund houses
The Federal Reserve’s positive outlook for the US economy and for the unemployment rate suggests an interest rate hike is still highly possible this year, according to several fund managers.
Are currency funds set for a comeback?
Commodity trading advisor (CTA) strategies should benefit if market volatility remains high for a sustained period, and currency-focused funds are a particularly good bet, argues Harmen Overdijk, managing partner at Hong Kong-based Caidao Wealth.
PineBridge bets on bank loans and EM corporate bonds
The shine on bank loans and emerging market corporate bonds as asset classes is returning amid a shifting interest rate environment, Steven Oh, MD and global head of credit and fixed income for PineBridge Investments, said in a research note.
Matthews Asia: China’s consumption story continues
The recent rout in China’s A-shares does not reflect economic fundamentals, said Andy Rothman, investment strategist, as the country’s consumption remains healthy.
Weak bank lending an opportunity for asset financing
With lending activities of UK banks yet to recover to pre-crisis levels, direct lending as an investment strategy fills a financing gap, said Craig Reeves, founder of Prestige Asset Distribution.
EMs present rich opportunities for PE
Despite the continued sell-off in emerging markets, current growth concerns should not be extrapolated to be the beginning of a long-drawn financial crisis or a growth collapse in Asia, Richard A Piliero, head of private equity, Southeast Asia, Franklin Templeton Asset Management said.
An Indian summer in the global equities maelstrom – BlackRock
India should be Asia investors’ next port of call in the ongoing equities maelstrom, says BlackRock’s Andrew Swan, though we must hope that the China storm does not become a global one.
Moody’s: Little risk of credit crisis in EM
In a contrarian view, ratings agency Moody’s said it believes that the risk of a downward spiral and financial contagion is unlikely in emerging markets.
