For investors looking to enhance their portfolios, China’s relatively early recovery from the pandemic has accelerated the appeal of the combination of yield premium, diversification and macro exposure available in renminbi (RMB) bonds.
Category: Asset Class in Focus
Equities in a sweet spot, JPMAM says
A low and rising inflation regime will support risk assets, while making holding government bonds hard to justify, according to JP Morgan Asset Management’s (JPMAM) Apac strategist.
Eastspring launches China bond strategy in Singapore
The fund hopes to take advantage of renewed foreign interest in China government bonds (CGBs).
Will Asia’s dividend-paying companies recover this year?
Value Partners expects corporate earnings in the region to grow 25%, which should increase equity dividends.
Morningstar warns about ARK Innovation ETF risks
The fund research firm’s report emphasises an ad hoc investment process highly dependent on its founder fund manager.
Opportunities in the Fixed Income market
As part of our Spotlight On: Fixed Income, Fund Selector Asia spoke to our partners over a two-part series. This is part one, where we look at opportunities in the fixed income markets.
Risks to look out for in 2021
As part of our Spotlight On: Fixed Income, Fund Selector Asia spoke to our partners over a two-part series. This is part two, where we look at risks in the fixed income markets.
Spotlight On: Fixed Income
Fund selector Asia presents Spotlight On – a multi-faceted, deep dive into investment themes and asset classes
Singapore securities firm onboards funds on new platform
They include products managed by the “big names”.
HSBC PB adjusts asset allocation strategy for recovery
The bank is overweight on cyclical sectors and favours emerging markets.
