The firm is buying “regional champions” with revenues driven by Chinese millennials, who are impacting consumer demand in Asia, said Ronald Chan, Manulife Asset Management’s chief investment officer of Asia ex-Japan equities.
Category: Southeast Asia
A strong bet on Vietnam’s quiet progress
Vietnam’s market hit bottom in 2012, argues David Roes, and since then his hedge fund has shifted from wider Asean market exposure to a 90% allocation to Vietnam.
Stock-picking while Vietnam rises (again)
After past disappointments, the economy and markets have recalibrated and the country has some strong tailwinds, said Thu Nguyen, lead portfolio manager of Vina Capital’s VCG Partners Vietnam Fund.
T. Rowe Price: Vietnam opening a ‘huge positive’
International investors will be able to take a 100% stake in Vietnamese companies when the country scraps its foreign ownership limits in September, which T. Rowe Price’s Oliver Bell said will remove reluctance to invest in the market.
Shariah fund industry in Malaysia
Even as growing numbers of multi-national asset managers are moving to set up shop in Malaysia, as they prepare to tap into the demand for Islamic fund management, an informal poll of market participants suggests that the industry’s growth is being stymied by a lack of product innovation and range.
![Vietnam](https://s34456.pcdn.co/wp-content/uploads/2020/02/GettyImages-1167119719-640x360.jpg.optimal.jpg)
Asia Frontier Capital unveils Vietnam fund
Asia Frontier Capital has launched an open-ended fund that will invest in Vietnamese listed equities‚ capturing the value in growth companies in the small- and mid-size segment.
![Fund Selector Asia](https://s34456.pcdn.co/wp-content/uploads/2019/03/FSA_Logo_square-02-640x360.jpg.optimal.jpg)
Vietcombank unveils first balanced fund in Vietnam
Vietcombank Fund Management, a joint venture between Vietcombank and Franklin Templeton Investments, has launched the first open-ended balanced fund in Vietnam.
![Vietnam](https://s34456.pcdn.co/wp-content/uploads/2018/01/GettyImages-187483017-640x360.jpg.optimal.jpg)
Vietnam’s first actively managed UCITS
One of SE Asia’s biggest asset managers has launched an actively-managed Ucits equity fund designed at international investors wishing to gain exposure to Vietnam’s public equity markets.