Against a backdrop of low commodity prices and souring consumer sentiment, regional fund selectors are choosing to adopt a more cautious approach toward ASEAN.
Category: Industry views
China’s stimulus measures lift infrastructure-focused funds
Chinese equity funds with a focus on infrastructure have much to cheer about as fiscal measures implemented by the central government start to yield results.
Commodity rout unnerves investors
The pain felt among energy and mining producers looks set to worsen as investors concerned about default rates have started cutting their exposure to the sector.
Demographics, deflation and disruption bode well for Asian investors – Schroders
Investing in Asia requires the ability to ignore market noise says Robin Parbrook, Schroders’ head of Asian ex Japan Equities.
OCBC warming to Asian, European equities
OCBC’s wealth management group has recently changed its positioning on Asian equities, according to Ryan Sim, head of investments for group wealth management.
Strong headwinds for the Thai market
This year has been challenging for Thai equity funds as the domestic market faced downward pressure from China’s economic slowdown and continuing political uncertainty.
Small cap positioning for 2016
Patrick Kuhner, client portfolio manager at Rosenberg Equities Asia, discusses the impact of a US interest rate hike on small caps as well as specific consumer plays in the asset class.
FSA Investment Forum Manila: Japan’s rising opportunities
In a video interview, JP Morgan’s Constance Wong says that while Japan’s export volume is negatively affected by the slowdown in China, she remains optimistic on the underlying economy.
Headwinds for Korean equities
The last three years have not been easy for Korea-focused equity funds.
Japan’s aging population holds $187bn
Retirement benefits in Japan are expected to gradually flow into investment products, according to a research report.
