Value Partners expects corporate earnings in the region to grow 25%, which should increase equity dividends.

Value Partners expects corporate earnings in the region to grow 25%, which should increase equity dividends.
The fund research firm’s report emphasises an ad hoc investment process highly dependent on its founder fund manager.
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.
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.
Fund selector Asia presents Spotlight On – a multi-faceted, deep dive into investment themes and asset classes
They include products managed by the “big names”.
The bank is overweight on cyclical sectors and favours emerging markets.
Launched in October, the ESG product alone raised $512m.
The bank has rolled out a product with a luxury consumption theme to its wealthy Hong Kong and Malaysian clients.
With so much attention on the rise of China, many investors often overlook India.
Part of the Mark Allen Group.