EM equity markets are vulnerable to moves in the US dollar and US monetary policy, said Marc Franklin, portfolio manager.
Category: Industry views
Aramco eyes HK for reported $2.5trn IPO
Could a high profile listing help the depressed Hong Kong market, which is trading slightly above its 2008 low?
Vanguard eyes fund, ETF launches in HK
ETFs could get a boost when they are allowed to be traded through the stock connect programmes, according to James Martielli, head of portfolio review for Asia.
Nikko AM cautious on China bonds
Chia Woon Khien, Singapore-based senior portfolio manager at Nikko Asset Management, said the onshore bond rout could spread to the offshore market.
HSBC GAM shakes off onshore bond concerns
Defaults are healthy for China’s bond market, said Geoff Lunt, senior product specialist for Asian fixed income.
Citi joins the EM bulls
Citi’s house view has recently moved to overweight emerging market equities from underweight.
`Huge valuation gap’ between HK and Shenzhen
Expect a spike in volatility when the Hong Kong-Shenzhen Stock Connect launches, said Li Chen, equity strategist at Credit Suisse.
Stratton Street: China’s capital flight overplayed
Analysts have recently warned about China’s currency risks, but Stratton Street Capital fund manager and partner Andy Seaman offers a contrarian view.
Easing currency risks support Asian equities
A weaker dollar and a low chance of an RMB devaluation support Asian currency stability, which has a strong equity market impact, said Falcon Private Bank’s CIO David Pinkerton.
Are Indonesian bonds coming back into favour?
Investor sentiment toward Indonesia appears to be rebounding after the massive capital flight that occurred in 2013, according to David Tan, CIO of Asia-Pacific fixed income at Allianz Global Investors.
