Ninety One: Oil prices likely to stay elevated even after Hormuz opens
Countries caught off guard by the oil disruption will likely build oil reserves, boosting mid-term demand, according to Ninety One’s Paul Gooden.
Rest of APAC
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KGI remains confident about Asian markets’ recovery
KGI lifts Hang Seng Index end-year target price to 25,500 points.
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Oaktree names Alex Prout as head of Apac marketing
Prout will also be the lead marketing representative for Japan.
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Asia equities: First Sentier versus Schroders
FSA compares the First Sentier Bridge A SGD Dist fund and the Schroder Asian Income SGD fund for this week’s head-to-head.
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Why this fund manager prefers family or founder-led firms
Stewart Investors portfolio manager Oliver Campbell explains why founder- or family-led companies tend to perform better in the long run.
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Citi names new Taiwan CEO
Current Taiwan CEO and chairman of Citibank Taiwan Aftab Ahmed will retire after 50 years with the bank.
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Schroders: Asia wealth managers gorge on private markets
Financial advisers and wealth managers in Asia are seeing private markets allocation rise in response to shifting market dynamics.
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TRP appoints Apac consultant relations head
The internal promotion will also join T Rowe Price’s Apac distribution leadership team.
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Japanese small caps: Too many cooks
Japan has twice as many listed companies as the world’s largest equity market, and the TSE aims to cut the dead wood.
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William Blair launches small-mid cap fund in Taiwan
The William Blair Small-Mid Cap Growth SICAV fund invests in high-quality, US small and mid-cap growth companies.
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LGT buys CBA’s personal advice business
The transaction is expected to close by mid-2025.
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Japan election uncertainty prompts carry trade concerns
Prime minister Shigeru Ishiba’s coalition lost its majority in snap election.
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Asia ex Japan equities: abrdn versus Schroder
As part of FSA’s head-to-head series, we compare the abrdn Asia Pacific Sustainable Equity fund and the Schroder ISF Asian Opportunities fund.
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Natixis: Asian financial advisers fret over wealth transfers
Although worried they will not retain assets from client’s spouses or children, financial advisers remain optimistic about client growth.
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Citi enjoys more flows into Apac
Fixed income, currencies and commodities activity in Asia is notable growth area.
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BNP Paribas promotes Bruno Boussard to Taiwan CEO
He replaces Manon Breuvart, who is returning to the Paris office.
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PineBridge launches equity fund in Australia
PineBridge has made its flagship Global Focus Equity fund available to wholesale investors in Australia.