Chinese investors are looking at offshore products for diversification and, in response, foreign asset managers are entering the mainland, according to consultancy Z-Ben Advisors.
Category: Industry views
Jupiter says China tourism boom to lift Asia retail
A surge in Chinese travellers over the past five years has made the country the world’s second-largest tourism market, accounting for half of the growth in the world’s travel industry, said Jason Pidcock, head of Asian income strategy at Jupiter Asset Management.
Martin Currie eyes China’s A-shares
The MSCI decision in June will be an important signal to foreign investors, said investment director and Asia CEO Paul Danes.
Firming oil price could buoy Russian market
Oil prices and Russia’s fiscal health are highly correlated, and if prices finally stabilise, the market should benefit, according to Egor Kiselev, who manages two Parvest Russia funds.
Complexity of Asia hinders fund passport schemes
Varying tax and regulatory issues across the region could disrupt the Asia Region Funds Passport initiative, according to Mostapha Tahiri, CEO and head of asset and fund services for Asia at BNP Paribas Securities Services.
Japan’s deflation may spread to Asia
GAM investment director Tim Love said the weakening of the Japanese yen puts downward pressure on currencies throughout Asia.
China’s Bosera to launch three MRF products
The firm has bond, equity and mixed asset funds ready for launch in Hong Kong on June 1, said head of intermediary business Laurence Lo.
BNPP sees big changes in China’s fixed income
The asset class is undergoing significant changes as authorities pull away from an implicit promise to protect investors from bond defaults, said Chi Lo, Greater China senior economist at BNP Paribas Investment Partners.
Falling profits weigh on Asian equities
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.
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.
