India’s widely-anticipated structural reforms are taking the headlines, but investment opportunities are not limited to reform-linked themes, said Sunil Asnani, portfolio manager at Matthews Asia.
Category: Industry views
BlackRock bullish on India
India’s “three arrows” are GDP growth, reform and public markets, and despite risks, equities and fixed income look increasingly attractive, according to a trio of BlackRock strategists.
Matthews Asia on an awakening Japan
According to Yu Zhang, manager of the Matthews Asia Dividend strategies, Japan today represents a particularly interesting investment study for dividend investors.
Henry Lee interview
Fund Selector Asia talks to Henry Lee, regional head of discretionary wealth management at HSBC private bank, about changes at the bank, his views on asset classes and China opportunities.
Nikko AM on ASEAN framework
The ASEAN collective investment scheme framework presents certain implementation challenges for fund houses, according to Phillip Yeo, head of product management and development at Nikko Asset Management Asia.
Global high yield bonds to remain attractive – Robeco
Global high yield bonds are likely to remain attractive due to a low interest environment that is expected to continue, according to David Hawa, client portfolio manager, fixed income, at Robeco.
Nordea emerging market manager likes India
Fund Selector Asia talks to Jorry Rask Nøddekær, lead portfolio manager of Nordea 1 Emerging Stars Equity Fund about his investment views and strategies on emerging market equities.
EMs still offering value Mobius
The underlying economic conditions within emerging markets appear to be improving, Mark Mobius said.
Talking fund distribution with Aberdeen AM
Aberdeen Asset Management’s recent acquisition of Scottish Widows Investment Partnership, and the company’s unwavering focus on market growth, are keeping Abdereen head of business development Nicholas Shaw busy.
Fund distributor with VAM Fund
VAM Funds international business is growing, with recent major gains in Asia and the Middle East. With Hong Kong next in his sights, Nigel Watson explains why the focus on liquid daily dealing is building momentum and how getting four funds in the top decile is further boosting VAMs impressive profile.
