China’s A-share companies are courting foreign investors after the recent index inclusion, says Marco Li, manager of the TT China Focus Fund.
Category: Industry views
Video: Legg Mason on Asia bonds
Despite risks, selected Asian local currency bonds present a value opportunity, according to Wontae Kim, research analyst at Legg Mason affiliate Western Asset Management.
ASI Thailand to build up fixed income
Thai investors are looking for less volatile assets after the stock market fell in 2018, according to Korawut Leenabanchong, country head of Aberdeen Standard Investments in Thailand.
How to find alpha in China equities?
Chinese companies undergoing business strategy changes may provide ‘phenomenal’ investment opportunities, according to Caroline Maurer, head of Greater China equities at BNP Paribas Asset Management.
Video: Matthews Asia on Asian equities
Key Asian countries will have elections this year and Rahul Gupta, co-manager of the firm’s Pacific Tiger Strategy, explains how he has positioned the portfolio.
Video: Robeco on fintech investing
Valuations are a bit stretched in the fintech universe, but Tom Keenan, the firm’s regional head of wholesale Asia ex Japan, makes a case for investing in the theme.
Noah: China’s HNW need to diversify offshore
The New York-listed Chinese wealth manager has also partnered with six family offices in Australia and expects to add staff in Singapore.
Gopher AM to seed China’s small fund managers
Gopher Redwoods aims to make investments in domestic asset management firms and help them target global investors.
HK manager debuts with ‘new economy’ fund
Macquarie alumni are behind Hong Kong-based Stonehorn Global Partners, which plans its first mutual fund this year.
Small caps and volatile US equities
There are sound reasons to see increasing US equity risk, but Thorsten Becker, a JO Hambro senior fund manager, argues smaller companies are different.
