China’s lower infrastructure spending is expected to slow long-term demand for commodities, according to GAM.
Category: Asset managers
HSBC GAM bullish on China’s IT sector
The firm expects that China’s development plan for the next five years will benefit the the IT sector.
UBS GAM bullish on Real Estate
The global real estate sector is poised to receive more capital inflows amid an environment of moderate growth and low interest rates, according to Satyan Sanghrajka, head of business development for Asia Pacific.
Fidelity: Stay calm, do nothing
The best advice to give investors looking at the carnage in world financial markets, which on Monday saw their sharpest falls since the global financial crisis, is to do nothing, according to Dominic Rossi of Fidelity Worldwide Investment.
China equities still reasonable HSBC GAM
A series of monetary easing measures coupled with the launch of the Stock Connect in November last year has led to a sharp surge in mainland equities. The overheating in the market has led to several fund houses warn about a correction. Morgan Stanley Investment Management recently cautioned on a likely bubble in the onshore market. Friday, […]
Nikko AM positive on Asian government bonds
In March, the Reserve Bank of India (RBI), the Bank of Thailand (BoT) and the Bank of Korea (BoK) cut their respective key interest rates by 25 basis points each to support economic growth. “We believe that central banks in India, Thailand and Korea will continue to lean towards looser monetary policies, which should provide […]
A more shareholder friendly Japan
Driving interest in Japanese equities are apparent corporate cultural changes that include a movement toward increased dividends and share buybacks, which could lead to a long-term re-rating of Japan.
Bearish on China fixed income
Government figures don’t reflect the true economic slowdown, which is closer to 5%, and more defaults may occur than in the past, according to Nicolo Carpaneda, investment specialist at M&G Investments.
Pictet AM favors Japanese equities
Pictet Asset Management is upbeat on Japanese equities and sees compelling investment opportunities arising out of improved corporate earnings growth.
HSBC Global AM upbeat on Chinese equities
China is the cheapest market in the world in terms of valuations, according to HSBC Global Asset Management, which is generally bullish on Asian equities this year.
