Its mid-year outlook tips inflation, China and the net zero challenge as dominant themes.
Category: Asset managers
Thailand’s SEC enhances liquidity risk control of mutual funds
Thailand’s regulator has issued liquidity risk management criteria and liquidity management tools for mutual funds to protect investors.
Value equities set for second wind
Cyclically exposed companies will continue to benefit from strong economic growth and global reopening, said T Rowe Price.
Value equities will benefit from decarbonisation in EM
Investors should take a “disciplined value approach” when investing in emerging markets (EM), according to Eastspring Investment.
Truvalue AM eyes overseas markets
The Shenzhen-based asset manager is keen to expand its investments in overseas markets using its qualified domestic institutional investor (QDII) licence.
Investors should brace for more China anxiety
The China internet, housing and education sectors are likely to continue to be affected by tougher government policies, says Amundi.
Axa IM trusts in China’s structural themes
Axa Investment Managers (IM) believes the recent regulatory actions will not overshadow the long-term growth opportunities in Chinese equities.
HSBC private banking entices new cash
HSBC’s wealth business in Asia attracted $9.3bn of inflows in the first half of this year.
Value Partners bets on strong structural growth names
Technology hardware and Chinese healthcare equities should outperform during the rest of the year, said the asset manager.
LPFs gain traction in Hong Kong
The launch of the Limited Partnership Fund (LPF) regime will cement Hong Kong’s position as an asset management hub, according to the Hong Kong LPF Association.
