Chinese companies undergoing business strategy changes may provide ‘phenomenal’ investment opportunities, according to Caroline Maurer, head of Greater China equities at BNP Paribas Asset Management.
Category: Industry views
Video: Matthews Asia on Asian equities
Key Asian countries will have elections this year and Rahul Gupta, co-manager of the firm’s Pacific Tiger Strategy, explains how he has positioned the portfolio.
Video: Robeco on fintech investing
Valuations are a bit stretched in the fintech universe, but Tom Keenan, the firm’s regional head of wholesale Asia ex Japan, makes a case for investing in the theme.
Noah: China’s HNW need to diversify offshore
The New York-listed Chinese wealth manager has also partnered with six family offices in Australia and expects to add staff in Singapore.
Gopher AM to seed China’s small fund managers
Gopher Redwoods aims to make investments in domestic asset management firms and help them target global investors.
HK manager debuts with ‘new economy’ fund
Macquarie alumni are behind Hong Kong-based Stonehorn Global Partners, which plans its first mutual fund this year.
Small caps and volatile US equities
There are sound reasons to see increasing US equity risk, but Thorsten Becker, a JO Hambro senior fund manager, argues smaller companies are different.
ASI seeks income through basket of alts
A collection of “unorthodox asset classes” could be one way to squeeze out a sustainable income stream, argues Aberdeen Standard Investments.
M&G snubs fixed income assets
Currently the firm’s mixed asset strategies hold more cash than fixed income, according to Craig Moran, London-based fund manager at M&G Investments.
Vanguard: No rush to launch funds in China, HK
The firm has more than doubled its China staff, but not one of them is involved in investment management.
