Typically shunned by investors, emerging markets may be ready for a second look in 2016.
Category: Industry views
Indian equities: Three views moving into 2016
Are Indian equities expected to outperform in 2016 compared to 2015?
Stock-picking while Vietnam rises (again)
After past disappointments, the economy and markets have recalibrated and the country has some strong tailwinds, said Thu Nguyen, lead portfolio manager of Vina Capital’s VCG Partners Vietnam Fund.
Credit Suisse CIO: fixed income in sunset days
The appeal of the fixed income proposition has waned, but European equities are expected to have strong performance in 2016, according to John Woods, chief investment officer for Asia-Pacific at Credit Suisse Private Bank.
FE launches HK advisory services
FE Advisory Asia will provide research and model portfolio services to address the growing number of funds in the SFC-authorised universe.
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.
