Push aside concerns about grave threats to China’s economy, it is going to do well in 2017, according to Sean Taylor, chief investment officer for Apac at Deutsche Asset Management.
Category: Industry views
At GSAM, EM optimism runs high
A commodity price recovery and a resilient India should help sustain a rally in EM equities, according to Goldman Sachs Asset Management’s chief investment officer of emerging markets equity, Prashant Khemka.
Video: Legg Mason on income investing
Wontae Kim, a research analyst at Legg Mason subsidiary Western Asset Management, explains objective-driven income investing.
Mercer’s hunt for managers
Mercer’s Amit Popat explains the firm’s fund manager selection process and discusses what strategies he’s recommending to clients in the low rate environment.
Video: Schroders on absolute returns
David Philpotts, head of research on the QEP investment team, answers three questions on managing volatility.
A talk with Blackrock’s Andrew Swan
The firm’s Hong Kong-based manager explains his core investment philosophy and why he sees financials as the next big value opportunity in Asian equities.
Video: Henderson Global on China: Opportunities for profit growth
May Ling Wee, China equity portfolio manager, answers three questions on investing in China.
Video: First State Investments on EM debt
Manuel Canãs, deputy head of global emerging markets debt, First State Investments, answers three questions about EM debt.
China bull Rothman: Doomsayers have got it wrong
Capital controls? No financial industry impact. Currency manipulator label? Not a problem. Matthews Asia investment strategist Andy Rothman presents his bullish views on China.
Mercer: Baked-in optimism warrants portfolio review
Equity markets are priced for positive scenarios and investors should now review portfolios with an eye on currency denomination and cash holdings, said Garry Hawker, partner and director of strategic research for growth markets.
