Investors should take a “disciplined value approach” when investing in emerging markets (EM), according to Eastspring Investment.
Category: Industry views
Truvalue AM eyes overseas markets
The Shenzhen-based asset manager is keen to expand its investments in overseas markets using its qualified domestic institutional investor (QDII) licence.
Investors should brace for more China anxiety
The China internet, housing and education sectors are likely to continue to be affected by tougher government policies, says Amundi.
Axa IM trusts in China’s structural themes
Axa Investment Managers (IM) believes the recent regulatory actions will not overshadow the long-term growth opportunities in Chinese equities.
HSBC private banking entices new cash
HSBC’s wealth business in Asia attracted $9.3bn of inflows in the first half of this year.
Value Partners bets on strong structural growth names
Technology hardware and Chinese healthcare equities should outperform during the rest of the year, said the asset manager.
LPFs gain traction in Hong Kong
The launch of the Limited Partnership Fund (LPF) regime will cement Hong Kong’s position as an asset management hub, according to the Hong Kong LPF Association.
Pictet AM receives QDLP licence
Pictet Asset Management’s wholly foreign-owned enterprise (WFOE) in Shanghai has registered as a Qualified Domestic Limited Partner (QDLP) Manager with the Asset Management Association of China (Amac).
Spotting ESG trends in EM
Investors should be “agents of change” by favouring companies and sectors adopting ESG factors, says T Rowe Price.
China crackdown may not be a “one-off”
The market cap of offshore tech sector has plunged 30% since regulatory scrutiny was stepped up.
