Alistair Thompson, portfolio manager at First State Stewart Asia talks about opportunities and risks in Asia-Pacific.
Category: Industry views
Uncovering China’s small caps
China’s small caps are telling a completely different story than larger companies, but they are under-analysed and face-to-face due diligence is required, said Tiffany Hsiao, lead manager of Matthews Asia China Small Companies Fund.
Mirae Asset: Active ETFs in HK?
Korea’s Mirae Asset has a thriving active ETF business in Canada, but is not yet planning to bring such products to Hong Kong, according to Steve Hawkins, president and co-CEO of Horizons ETFs Management (Canada).
Video: Amundi on ETFs and smart beta
Sunny Leung, head of ETF, indexing and smart beta sales, North Asia, tells FSA what types of fixed income instruments to buy and why he still prefers equities to high yield.
Video: Old Mutual Global Investors on gold and silver
Ned Naylor-Leyland, fund manager at Old Mutual Global Investors tells FSA which precious metal he favours, and where he sees most value.
HK investors don’t trust advisors
Only 7% of retail investors in Hong Kong believe that their financial advisor puts client interests first, the lowest score in 12 markets surveyed in a study commissioned by the CFA Institute.
Bottom-fishing in Russia
This week’s volatility in Russia’s stock market presents buying opportunities, however the market’s structural flaws mean that investors need cast-iron stomachs to weather more such events in the future.
Aviva: High yield returns to shrink
Lower leverage makes high yield bonds less risky today than during the 2008 global financial crisis, but returns are also likely to drop this year, argues Kevin Mathews, head of global high yield at Aviva Investors.
Barings sees EM financials blossoming
Banks and insurance companies are best positioned to benefit from the growth of emerging market economies and demographic changes, argues William Palmer, co-head of emerging and frontier market equities team at Barings.
Video: First State Investments on infra investing
Trent Koch, portfolio manager at First State Investments, explains the opportunities and risks in infrastructure investing.
