Popular mis-characterisations of debt, deflation and QE result in a distorted picture of macroeconomic investment risks, said Kevin Gardiner, global investment strategist at Rothschild Wealth Management.
Category: Industry views
A more shareholder friendly Japan
Driving interest in Japanese equities are apparent corporate cultural changes that include a movement toward increased dividends and share buybacks, which could lead to a long-term re-rating of Japan.
BlackRock sees downside for Chinese brokers
Chinese brokerage companies could face pressure on fee structures if banks are allowed to enter the brokerage business, according to BlackRock.
Bearish on China fixed income
Government figures don’t reflect the true economic slowdown, which is closer to 5%, and more defaults may occur than in the past, according to Nicolo Carpaneda, investment specialist at M&G Investments.
Matthews Asia on China policy easing
The Chinese government is unlikely to provide a meaningful stimulus this year to offset China’s slowing GDP growth, according to a contrarian view by Andy Rothman, investment strategist at Matthews Asia.
First State on India Indonesia fixed income
Indian and Indonesian bonds are expected to react to policy moves rather than US interest rates, according to First State Investments.
Pictet AM favors Japanese equities
Pictet Asset Management is upbeat on Japanese equities and sees compelling investment opportunities arising out of improved corporate earnings growth.
Wing Lung zeroes in on crossborder clients
Private wealth in China is soaring, and few banks are well-positioned to attract clients who want offshore wealth management, said Joseph Tam, executive VP and head of private banking and wealth management at Hong Kong-based Wing Lung Bank.
HSBC Global AM upbeat on Chinese equities
China is the cheapest market in the world in terms of valuations, according to HSBC Global Asset Management, which is generally bullish on Asian equities this year.
China’s great re-rating
Reforms in China will deepen in 2015, spurring a re-rating of the market and creating prime opportunities to invest in emerging industry leaders, said Mansfield Mok, senior fund manager, China equity, at EFG Asset Management.
