The coronavirus appears to have passed peak infection in China, according to the fund manager, who explains her strategy and how China’s ‘transformative’ companies have been an alpha source.

The coronavirus appears to have passed peak infection in China, according to the fund manager, who explains her strategy and how China’s ‘transformative’ companies have been an alpha source.
Cheap relative valuations, technical factors and regional policy actions support Asian corporate bonds, according to experts.
Thirty offshore funds were liquidated last year, including 12 from Jupiter AM, which decided to exit the market.
Other plans include offering its globally-listed ETFs to investors in Southeast Asia.
The firm is also positive on India equities, an asset class other investment managers have recently snubbed.
Mixed-asset funds don’t necessarily keep up when equity markets are rallying, according to Colin Graham, BNP Paribas Asset Management’s chief investment officer and head of active asset allocation multi-asset solutions.
Asian equity markets are up, but they are not in a bull market, according to Sean Taylor, Deutsche Asset Management’s Hong Kong-based managing director and Asia-Pacific chief investment officer.
History indicates that a market correction in Asian equities is likely, within the next three months, but investors shouldn’t stay away as the long-term outlook is positive, argues JP Morgan’s Hui Tai.
Earnings recovery and structural reforms in China will benefit consumer-oriented sectors, argues Chay Kai Kong, managing director and senior portfolio manager for Greater China equities at Manulife AM.
Asset management firms don’t typically include cultural fit as part of their due diligence process when entering into an M&A deal, according to industry sources.
Part of the Mark Allen Group.