China’s miscommunication to the markets and lack of transparency in carrying out financial reforms are investment risks for the region, according to Monica Defend, Pioneer Investments head of global asset allocation research.
Category: Industry views
M&G likes US banking sector
The firm’s multi-asset team has a high conviction call on US banks, which some investors see as a contrarian view, according to Craig Moran, deputy portfolio manager at M&G Investments.
Hang Seng PB sees flows into bonds
Fixed income accounts for nearly half of wealth management gross fund sales this year, said Rosita Lee, head of investment products and advisory business.
The one key reason to invest in EM equities
A long record of poor performance may be over for EM equities, but the view is still contrarian, said Robert Secker, investment specialist on the M&G global emerging markets team.
Citi expects volatile second half
Don’t be misled by the lazy summer, risk management now has high importance, according to Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investments.
MSCI decision could boost China ETFs
China-focused ETFs will be the entry point for foreign investors if the index provider includes A-shares on its key indices, according to Deborah Fuhr, managing partner of UK-based research consultancy ETFGI.
Vanguard: China credit crisis unlikely
Chinese policymakers are capable of preventing a credit crisis, according to Qian Wang, senior economist for Asia at Vanguard Investments Hong Kong.
Fitch sees surge in China’s fund market
China is the fastest-growing mutual fund market globally, with mutual-fund assets that nearly quadrupled over the last four years, the ratings firm said.
Henderson avoids China banks and property
The time is right to hunt for companies that can thrive during China’s economic slowdown, said Henderson Horizon China Fund lead manager Charlie Awdry.
MUFG sour on Asian high-yield
China is the biggest risk for the regional high-yield sector, according to Rick Mattila, international head of research at MUFG Securities.
