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.
Category: Industry views
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.
The bet on China’s service sector
Divergence between China’s services and manufacturing sectors continues, the latest data shows.
Renewables theme gets a tailwind
Progress with renewable technologies and the inclusion of climate change on the global political agenda have put the sector in the investment spotlight.
HK joins in lightening of dark pools
Hong Kong’s ban on retail investors in dark pools will limit the anonymous trading platforms to institutional investors and portfolio managers, which is a good thing, according to Liquidnet.
India rolls out some infrastructure projects
State-owned Indian companies who produce materials for road and highway construction will likely issue more rupee bonds to fund infrastructure projects, said Ajay Marwaha, Sun Global Investment’s director of investments.
India’s SOEs to issue ‘masala bonds’
Masala bonds could become a credible alternative funding source for Indian companies.
India’s Edelweiss links with UK’s Sun Global
India’s Edelweiss Group has partnered with Sun Global Investments to offer international investors access to India fixed income bonds.
