The Trans-Pacific Partnership (TPP), inked after five years of negotiations, could turn out to be some rare good news for ASEAN, particularly Vietnam.
Category: Industry views
Fed inaction prompts Barings allocation moves
In view of the US rate hike that didn’t happen, Sonja Laud, head of multi-asset income at Baring AM, made some recent tactical allocations.
RBC WM stays with China equities
The People’s Bank of China has plenty of firepower left to offset a slowing economy, according to RBC Wealth Management, and “China’s total growth is not falling off a cliff.”
Is the shine on commodities returning?
The world is awash in crude and holds a surplus of metals, but a subtle shift may be starting to take shape among industry players.
China’s middle class now largest worldwide
Funds that focus on China consumption are among those that should benefit from the expanding Chinese middle class, which has overtaken the US to become the world’s largest.
Selective picks of Japan equities
The OECD slightly reduced its forecast of Japan’s economic growth to 0.6% from 0.7% for the year, but industry sources say certain sectors and companies remain good investment opportunities.
SLI likes Chinese tech stocks
Despite China’s economic slowdown, the mainland’s technology sector, particularly e-commerce, is likely to expand in 2016, according to Standard Life Investments.
OMGI: EMs have many small, considered bets
Emerging markets currently face a wall of negative sentiment and some very real risks, but according to Josh Crabb, head of Asian equities at Old Mutual Global Investors, there are selective opportunities.
Head-to-head: Threadneedle vs Invesco
For investors around the world, 2015 is turning into a year best forgotten. Stocks, commodities and currency funds are suffering, and even the tiny gains in bonds are being gobbled up by inflation.
Investors demand EM companies strengthen balance sheets
Emerging market instability is sending jitters through the industry and even spooked the US Federal Reserve from raising interest rates in September.
