HSBC Private Bank favours barbell approach to China equities
Hong Kong-listed tech stocks have a ‘free option’ amid low valuations, according to Patrick Ho, chief investment officer, North Asia at HSBC Private Bank and Premier Wealth.
Rest of APAC
-
Investment advisers in Apac see AI as potential threat: Natixis IM Survey
Half of advisors surveyed in Apac view artificial Intelligence (AI) as potentially turning self-directed investors into their biggest competitive threat.
-
Nomura AM: Corporate Asia has best financial health in years
Asian investment grade credit is better prepared for the energy fallout than in previous years, according to Nomura Asset Management’s head of fixed income, Simon Tan.
-
Man Group sees no bubble in Asian memory stocks
There are fundamental reasons for the parabolic rally, according to Man Group’s Nick Wilcox.
-
M&G expands Australia distribution team
Cameron Sinclair has been hired to lead the firm’s institutional distribution in Australia.
-
State Street to open Manila office in Apac push
The firm plans to open a Manila office in the second half of 2026 as part of a push to expand its footprint in the Asia-Pacific region.
-
State Street partners with SBI to expand index investing in Japan
The joint venture aims to develop next-generation wealth management services.
-
Top Trumps: Asia ex-Japan equities – 23 April 2026
This week FSA provides a quick comparison of two Asia ex-Japan equity funds: the Eastspring Inv Asian Equity Income fund and the Jupiter Asia Pacific Income fund.
-
RBC BlueBay AM names new head of Australia & New Zealand
Camilla Love has been appointed as head of Australia & New Zealand to lead the firm’s distribution across the region.
-
Eastspring: Asian bonds improve risk-adjusted returns
Asian fixed income’s resilience during stress is underpinned by macro fundamentals, says Eastspring’s Rong Ren Goh.
-
GMO shorts Korea and Taiwan equities in systematic macro strategy
The investment manager sees lower equity returns on the other side of the ongoing boom in AI spending.
-
RBC BlueBay launches its first Japan bond fund
The fund managers expect Japanese pension funds to reallocate to domestic bonds.
-
JPMAM unveils derivative-income ETF in Taiwan
It is the first Taiwan actively managed equity ETF to adopt a covered call strategy.
-
JPMAM and KIS form strategic partnership
The collaboration will help expand the distribution of JP Morgan Asset Management products.
-
Standard Chartered hires former UBS GWM and JPMAM strategists
Sundeep Gantori and Jonathan Liang join as the bank pursues the growth of its affluent business.
-
TRP promotes Cassandra Crowe to lead Anzac institutional sales
Crowe will also continue her role as head of consultant relations for Asia Pacific.
-
Jupiter: Taiwan and Korea are a low risk way to get AI exposure
Taiwanese and Korean tech stocks are still under-appreciated, according to Sam Konrad, co-manager of Jupiter Asia Pacific Income fund.