Expect a spike in volatility when the Hong Kong-Shenzhen Stock Connect launches, said Li Chen, equity strategist at Credit Suisse.
Category: Industry views
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.
Pinebridge sees tech transfer driving Asian equities
Higher-end manufacturing and tech innovation are what to look for in China, India and Southeast Asia, according to the firm.
UBP upbeat on Asia after Coutts acquisition
Despite private banks selling assets or cutting staff in Asia, Guy de Picciotto, CEO of Switzerland-based Union Bancaire Privee, said his bank plans to hire roughly 40 RMs and expand in China.
A preference for short duration
Short duration bonds are key to mitigating volatility in bond holdings, according to Jim Veneau, Axa Investment Managers head of fixed income in Asia.
BEA Union IM bets on China high yield
BEA Union Investment Management said it has started to look into higher risk sectors for offshore China bond investments, despite concerns about surging default rates.
BMO WM likes the dividend theme
Low interest rates and low inflation have brought the dividend theme to prominence this year, said Edmund Yun, executive director and head of investment for Asia.
Mercer says ‘easy beta’ fading away
Easy returns driven by central bank policies are disappearing, putting pressure on fiduciaries to find alpha, said David Anderson, president of growth markets for Mercer.
