Concerns over dilution to shareholder returns and falling profitability are the key challenges for the equity markets throughout Asia, said Paul Danes, investment director and Asia CEO of Martin Currie.
Category: Industry views
Barings optimistic after Philippine election
Policy priorities imply mid-long term equity market benefits, particularly in the consumer consumption sector, according to Soohai Lim, investment manager of Baring ASEAN Frontiers fund.
BNP Paribas: EM sentiment may fizzle
Select Asian markets are showing encouraging signs, but the likely strengthening of the US dollar is a strong headwind.
Conversation with a stock-picker
Macro headlines are more or less noise, according to stock-picking fund manager Mikhail Zverev, head of global equities at Standard Life Investments.
The complex art of portfolio shaping
Asset managers are dealing with an increasing amount of factors when they construct a portfolio, which raises the chances of error, according to Craig McGee, partner at Sherpa Funds Technology in Singapore.
Mainland investors warm to offshore products
Downward pressure on the RMB and A-share volatility are prompting China’s investors to diversify their assets, said David Leung, head of wealth management at Standard Chartered Bank in China.
Fidelity: China de-leveraging is healthy
The sharp rise in Chinese onshore bond defaults should not be exaggerated as the deleveraging of weak corporates is inevitable, said Bryan Collins, portfolio manager at Fidelity International.
China’s GFI plans absolute return funds
GF International Investment Management plans to launch absolute return funds in Hong Kong that have a global investment mandate, said executive director Azra Lau.
Will China’s inflation cause more outlflows?
China’s inflation rate is trending up, triggering concerns about further RMB devaluation and more capitial outflow, according to UOB Kay Hian Investment Consulting.
Conning Asia Pacific cautious on EM equities
EM equity markets are vulnerable to moves in the US dollar and US monetary policy, said Marc Franklin, portfolio manager.
