Treating the BRIC nations as a single investment bloc “was a triumph of marketing over economic analysis,” said Kevin Gardiner, Rothschild WM’s global investment strategist.
Category: Industry views
The view on India’s SOEs
HSBC GAM is overweight some government-linked sectors in India, in particular financial and energy enterprises.
China this week – 13 Nov 2015
A roundup of the week’s asset management industry news from mainland publications.
Baring says oil rout way overdone
Negativity toward the oil sector is so widespread that the market is pricing in virtually zero growth, according to Baring Asset Management.
Eurozone equities are the place to be, says Rothschild
Sentiment in Europe remains strong despite headwinds, but the firm explains why it prefers equities over bonds.
RQFII quota to fortify weak Singapore-China link
China’s doubling of Singapore’s RQFII quota is expected to boost cross-border RMB flows and help strengthen a comparatively weak link to China’s financial industry.
FSA Investment Forum Singapore: Asian consumption plays
In a video interview, Mirae’s Christopher Chen says Asian consumers are only beginning to travel overseas and the sector is expected to blossom over decades.
FSA Investment Forum Singapore: Focused on company specifics
In a video interview, Jupiter’s Luca Emo says he typically avoids investing in companies influenced by macro events such as interest rates.
FSA Investment Forum Singapore: Opportunities in European small caps
In a video interview, Pierre-Amaury Tabarly, investment specialist at BNP Paribas Investment Partners, says that a good play on Europe’s recovery is through small cap investment.
FSA Investment Forum Singapore: Rate hikes and bonds
In a video interview, Jiek Sohn, investment director at M&G Investments, talks about the impact of the coming US rate hike on European bonds.
