Nikko Asset Management Asia has an overweight view on China and the firm used the recent market correction to increase exposure to Chinese companies listed in Hong Kong, said Peter Sartori, head of equity.
Category: Industry views
Equities it is, says Investec
Lower oil prices are starting to drive the global economy and growth-oriented assets such as equities stand to benefit, according to John Stopford, co-head of multi asset at Investec Asset Management.
Citi Private Bank unfazed by A-share rout
“A degree of froth has come out of China’s market” and the bank’s fundamental view remains “very positive”, said Roger Bacon, Asia-Pacific head of managed investments, who shared his second half outlook with Fund Selector Asia.
Tales of the unexpected: NB’s Ping Zhou
Ping Zhou explains how data, economic theory and academic research trump face-to-face contact in his systematic global equity strategy that seeks to identify unexpected growth.
Ideas for Asian dividend yield
Asian dividend yield remains a strong theme despite the widely- anticipated US rate hike, said King Fuei Lee, fund manager for Asia ex-Japan equities at Schroders.
Will the MRF smooth the path for ETFs?
The mutual recognition of funds (MRF) initiative will eventually result in a wave of ETF houses bringing products to Hong Kong, said Toby Bland, chief executive of Enhanced Investment Products in Hong Kong.
Thailand growth sparks StanChart moves
Thailand’s wealth management opportunity is expanding, which is why Standard Chartered recently set up a dedicated wealth management product group in-country and appointed Sachin Bhambani as the new head of wealth management, based in Bangkok.
A-shares correction an entry point, says Deutsche AWM
A short-term correction in the Chinese equity market is an entry point because onshore shares still look attractive compared to global equities, said Sean Taylor, regional investment head for Asia-Pacific and head of emerging markets.
Equity products prevail in Thailand
Thailand is ripe for equity products, but fixed income lags due to competitive deposit rates and an immature market, says Anis Tiasiri, VP of product development at Tisco Financial Group in Bangkok.
Citibank sees more fund choices as Thai regulatory knot loosens
Expectations are that banks in Thailand will soon be able to offer a far wider range of global funds to clients as regulations relax, said Vira-anong Phutrakul, managing director and head of retail banking at Citibank in Bangkok.
