China’s market is volatile and India is overvalued, but look beyond the market headlines to company specifics, says Josh Crabb, head of Asian equities at Old Mutual Global Investors.
Category: Industry views
Contrarian moves on EM exposure
Claire Shaw explains why she recently increased weighting to European companies with heavy exposure to out-of-favour emerging markets.
Rate cuts help Chinese Real Estate, but risk remains
The Chinese real estate market should improve in the fourth quarter, following a series of interest rate cuts, sources said.
Aberdeen dismisses sale rumours out of hand
Aberdeen Asset Management has firmly denied rumours it is looking for a buyer.
Interest turns to China’s new economy plays
As China’s economy slows, fund houses are betting on growth opportunities in the emerging consumption and services economy.
Are earnings in Japan set for a strong 2016?
The Japanese economy is not exactly encouraging, but the potential for corporate earnings is another story.
Brazil’s troubles hit equity funds
Political and fiscal turmoil has sent Brazil-focused funds into negative territory, data from FE Analytics shows.
China data shows consumer engine
Brush aside 6.9% GDP growth and look at services and consumption, which now account for more than half of the economy, according to Matthews Asia.
Commodities up pressure on ASEAN
Export-oriented countries in ASEAN will face headwinds as commodity prices are forecast to remain low.
Lazard launches Asia ex-Japan vehicle
Even though sentiment has soured on China and ASEAN, Lazard Asset Management has launched an equity fund targeting Asia.
