Brush aside 6.9% GDP growth and look at services and consumption, which now account for more than half of the economy, according to Matthews Asia.
Category: Industry views
Commodities up pressure on ASEAN
Export-oriented countries in ASEAN will face headwinds as commodity prices are forecast to remain low.
Lazard launches Asia ex-Japan vehicle
Even though sentiment has soured on China and ASEAN, Lazard Asset Management has launched an equity fund targeting Asia.
TPP to impact ASEAN, sources say
The Trans-Pacific Partnership (TPP), inked after five years of negotiations, could turn out to be some rare good news for ASEAN, particularly Vietnam.
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.
