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.
Category: Industry views
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.
India’s fault lines show amid China slowdown
India’s resilient consumer spending has insulated the country from the financial turmoil raging on in China and other emerging markets. Fuelled by domestic consumption, India continues to grow while other emerging regions – such as ASEAN – are struggling with over-production and under-consumption.
T.Rowe Price names veteran new Asian head of intermediary sales
T.Rowe Price has appointed Elsie Chan as its Asian head of intermediary sales (ex-Japan, ex-Australia).
Industry: Asian markets can withstand rate hike
Although market sentiment remains fragile, industry sources say that markets will be able to withstand a 25-basis-point increase in policy rates.
Neuberger Berman opens Asian debt fund
Neuberger Berman is looking to capitalise on liquidity in the Asian debt space with the launch of a flexible fixed income mandate.
Investors ready to grab undervalued Chinese stocks
Despite the volatility in Chinese equity markets this year, industry sources say that they still like China – both from a regional and global context.
Update: Cayman court’s first valuation verdict on minority side
East Capital, a Sweden-based asset manager, specialising in emerging and frontier markets, said it won a landmark case in the Cayman Islands defending the rights of minority shareholders.
Industry cheers new reform measures in EMs
Industry sources are cheering the set of new stimulus introduced last week by several emerging countries to address slowing growth. The Chinese government reduced the minimal down payment for first-time home buyers while India’s central bank unexpectedly reduced its repo rate from 7.25% to 6.75%.
Glencore’s shaky state unsettles resource funds
Mining and resource funds are coming under pressure after industry players assaulted Glencore’s share price on 28 September 2015.
