Fidelity sees further upside in Japanese banks as rates rise
The shift towards higher interest rates is creating opportunities for selective exposure to financial stocks, says Min Zeng.
Industry views
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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.
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Matthews Asia on China policy easing
The Chinese government is unlikely to provide a meaningful stimulus this year to offset China’s slowing GDP growth, according to a contrarian view by Andy Rothman, investment strategist at Matthews Asia.
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First State on India Indonesia fixed income
Indian and Indonesian bonds are expected to react to policy moves rather than US interest rates, according to First State Investments.
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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.
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Wing Lung zeroes in on crossborder clients
Private wealth in China is soaring, and few banks are well-positioned to attract clients who want offshore wealth management, said Joseph Tam, executive VP and head of private banking and wealth management at Hong Kong-based Wing Lung Bank.
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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.
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China’s great re-rating
Reforms in China will deepen in 2015, spurring a re-rating of the market and creating prime opportunities to invest in emerging industry leaders, said Mansfield Mok, senior fund manager, China equity, at EFG Asset Management.
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OMGI 2015 outlook
China has some juicy catalysts that could drive the mainland markets, which currently have companies with cheap valuations, according to Old Mutual Global Investors.
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Kaan Nazli EM comment
With energy prices sharply weaker and non-agricultural commodities generally under challenge, Kaan Nazli, Neuberger Berman’s senior economist for emerging markets debt, examines the outlook for the developing marketplace.
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Capital Group ACI
In a sponsored viewpoint, Capital Group investment specialist Andy Budden says to consider emerging market multi-asset strategies for more opportunities and greater diversification.
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Sunil Asnani of Matthews Asia on opportunities in the Indian market
India’s widely-anticipated structural reforms are taking the headlines, but investment opportunities are not limited to reform-linked themes, said Sunil Asnani, portfolio manager at Matthews Asia.
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BlackRock bullish on India
India’s “three arrows” are GDP growth, reform and public markets, and despite risks, equities and fixed income look increasingly attractive, according to a trio of BlackRock strategists.
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Matthews Asia on an awakening Japan
According to Yu Zhang, manager of the Matthews Asia Dividend strategies, Japan today represents a particularly interesting investment study for dividend investors.
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Henry Lee interview
Fund Selector Asia talks to Henry Lee, regional head of discretionary wealth management at HSBC private bank, about changes at the bank, his views on asset classes and China opportunities.
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Nikko AM on ASEAN framework
The ASEAN collective investment scheme framework presents certain implementation challenges for fund houses, according to Phillip Yeo, head of product management and development at Nikko Asset Management Asia.
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Global high yield bonds to remain attractive – Robeco
Global high yield bonds are likely to remain attractive due to a low interest environment that is expected to continue, according to David Hawa, client portfolio manager, fixed income, at Robeco.