In a video interview, Mirae’s Christopher Chen says Asian consumers are only beginning to travel overseas and the sector is expected to blossom over decades.
Category: Forum Q&A
FSA Investment Forum Singapore: Focused on company specifics
In a video interview, Jupiter’s Luca Emo says he typically avoids investing in companies influenced by macro events such as interest rates.
FSA Investment Forum Singapore: Opportunities in European small caps
In a video interview, Pierre-Amaury Tabarly, investment specialist at BNP Paribas Investment Partners, says that a good play on Europe’s recovery is through small cap investment.
FSA Investment Forum Singapore: Rate hikes and bonds
In a video interview, Jiek Sohn, investment director at M&G Investments, talks about the impact of the coming US rate hike on European bonds.
FSA Investment Forum Hong Kong: China’s economic shift continues
In a video interview, Raymond Gui, lead portfolio manager at Income Partners, explains that quality of economic growth is more important to China than speed of growth.
FSA Investment Forum Hong Kong: Asia consumers are a multi-decade play
In a video interview, Mirae’s Chris Chen says even as China’s GDP growth slows, salaries are increasing, which bodes well for consumption.
FSA Investment Forum Hong Kong 2015
Increased market volatility, slowing global growth and QE schemes were the backdrop for FSA’s October event, where an audience of fund selectors heard specific asset class presentations from six managers.
FSA Investment Forum Singapore 2015
Mitigating risk and expectations surrounding QE were the backdrop for FSA’s October event, where fund selectors heard strategies from six managers.
FSA Investment Forum Singapore: China’s onshore bond market
China’s opening of its onshore capital market is a development investors should keep an eye on, says Raymond Gui, lead portfolio manager at Income Partners, in a video interview.
FSA Investment Forum Hong Kong: Macro indifferent
Jupiter’s Luca Emo, fund manager on the European growth equities team, says he’s been overweight healthcare for years and that is unlikely to change.
