The investment climate in Malaysia will remain shaky in the near to medium term despite an improvement in the country’s foreign exchange reserves, industry sources said.
Category: Industry views
StanChart adds funds to align with views
Three recent fund choices reflect Standard Chartered Private Bank’s views on the overweights it made a few weeks ago, said Steve Brice, chief investment strategist for group wealth management.
India is Asia’s new growth engine
While external demand weakness and a slower-than-expected pace of economic reforms have impacted India’s GDP growth, the economy shows signs of health, according to an Asian Development Bank report.
US rate hike likely to impact Malaysia
The likelihood of an interest rate hike by the US Federal Reserve could spell trouble for emerging economies, particularly those in ASEAN.
Rate hike still likely this year: fund houses
The Federal Reserve’s positive outlook for the US economy and for the unemployment rate suggests an interest rate hike is still highly possible this year, according to several fund managers.
Optimism on Japan persists despite S&P downgrade
Although Standard & Poor’s downgraded Japan’s credit rating by one notch to A+ last week, several fund houses say that they remain optimistic about the country’s potential.
The hunt for exceptions
Alexander Darwall, head of European equities for Jupiter Asset Management, is an FE Alpha Manager who has typically outperformed his peer group over a long track record. He explains his approach and names some world class assets that he believes can prosper in a variety of economic environments.
Fund houses wary of China reform
China has been under scrutiny the past few weeks, and it seems industry sources have a growing concern over the government’s economic reform efforts.
The FSA Spy market buzz 18 Sept 15
Pandan cakes at UBS; speculation about FundSmith; changes at OMGI; DBS dislikes commodities; HSBC loves London; advertising from Investec, BlackRock, Vanguard and others; whisky-sozzeled thoughts on F1, and much more.
Fed’s decision to keep rate near 0% affirms expectations
As it turns out, Jim McCaughan, CEO of Principal Global Investors, has been right after all when he said in June that “market turmoil will lead the American central bank to postpone a rise in interest rates.”
