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.
Category: Industry views
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.”
HEAD-TO-HEAD: Franklin Templeton vs JP Morgan
Fund Selector Asia compares the Franklin Global Real Estate Fund and the JPM Global Property Income Fund.
China’s sideshow against market “manipulators” hides the real issues
The forced confession of a journalist, interrogation of a fund manager and investigation of hundreds for spreading market rumours are wrongheaded moves that undermine investor confidence.
Mandarin Capital: Larger does not mean better
With greater emphasis being on size rather than returns amid the recent financial rout in Asia, investors are no longer achieving the optimal diversification in their portfolios, Nitin Dialdas, CIO of Mandarin Capital, told Fund Selector Asia.
Maybank hopes to build discretionary services
Malaysia’s Maybank is aiming for a soft launch of its discretionary portfolio management service in Singapore by the end of this year, Ang Mui Koon, senior director of discretionary services, confirmed in an interview with Fund Selector Asia.
Global indices still warm on China
Some see the economic outlook for China as grim, supported by manufacturing data, but global index providers hold a more positive view, said according to Jackie Choy, ETF strategist at Morningstar.
Caution lingers following PBoC’s FX reserves disclosure
China-related mayhem appears to be the dish of the day, with a fresh serving of troubling data weighing on the minds of investors.
Nikko AM: Japan presents opportune entry point
Global investors are fleeing Japan’s equity market swiftly – the Nikkei saw all its gains for 2015 erased earlier this week – but Nikko Asset Management views the pullback as an opportune entry point into a growing economy.
