FE Advisory Asia will provide research and model portfolio services to address the growing number of funds in the SFC-authorised universe.
Category: Industry views
UBS WM bullish on Europe, China
A strong overweight on equities in Europe and a surprising move on emerging markets are among UBS’s allocation calls for 2016, according to Patrick Grossholz, Asia-Pacific head of investment management.
Japan and Europe retain favoured status after rate hike
Industry sources say that the Federal Open Market Committee’s decision to increase interest rates by 0.25% tilts their preference toward developed market equities and the banking sector.
India’s growth momentum lifts equity funds
For funds invested in Indian equities, 2015 is shaping out to be a good year as the country shows that it is able to reward investors with its resilient domestic consumer base.
Investors maintain cautious approach to ASEAN
Against a backdrop of low commodity prices and souring consumer sentiment, regional fund selectors are choosing to adopt a more cautious approach toward ASEAN.
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.
