Despite defaults amid tightening liquidity conditions for Chinese property firms, there are opportunities in the onshore credit market.
Category: Industry views
Pinebridge eyes Asian HY credit
Chinese BB property bonds will generate decent returns in the next six to 12 months, said Pinebridge Investments.
Jupiter fund skips fossil fuel sector
New exploration undermines companies’ role in sustainability transition, says fund manager.
Commodities and energy stocks buffer inflation risks
Investors should continue to worry about inflationary pressures next year, said Schroders
Vontobel AM sees opportunities in China and EM
There are quality companies in China in sectors less impacted by regulation, according to Vontobel Asset Management.
Identifying superior investment prospects
At the latest Fund Selector Asia Investment Briefing Hong Kong, FSSA, HSBC GAM and Lazard discussed Japan equities, multi-assets, and convertible bonds.
Jupiter AM prefers developed markets in Asia
Inflation will remain elevated in Asia Pacific next year, so companies with greater pricing power are likely to offer better returns, according to Jupiter Asset Management.
TRP finds opportunities in EM value and Asia credit
Pandemic induced distortions are set to normalise as economic recovery continues next year.
Credit Suisse backs European and Japanese stocks
Investors should overweight the beneficiaries of reopening, according to Credit Suisse.
UBS GWM favours equities over bonds
Eurozone and Japanese equities will likely outperform their peers next year, said the Swiss wealth manager.
