Commodity price recovery presents an opportunistic play on some cyclical sectors such as Chinese upstream oil companies, said David Gaud, Edmond de Rothschild Asset Management’s senior fund manager and global investment specialist.
Category: News
HK bans short-seller for five years
The Hong Kong Market Misconduct Tribunal ruled that Andrew Left, the founder of Los Angeles-based short-seller Citron Research, has to repay HK$1.6m ($206,250) of net profits from short-selling China Evergrande Group in 2012.
Gold ETFs continue to surge
Gold, commodities and Latin American equities have been the best performing ETFs this year and worst performers have been linked to UK markets, according to FE data.
Have small caps reached a turning point?
Valuations are not cheap and earnings growth has been strong for years, but Patrick Kuhner, pan Asia client portfolio manager at Rosenberg Equities Asia believes the trend is still healthy.
FSA ANALYSIS: Tracking responsibly – are ESG index trackers any good?
The growing popularity of index investing is only just starting to be felt in the world of responsible investing but as the market for plain vanilla trackers becomes increasingly crowded, what does the future hold for ESG passive products?
Vanguard reshuffles top Asia management
Citing a China build out, the firm has promoted David Cermak to head of Asia and Charles Lin to lead China business.
Farringdon gets asset management licence for Singapore
Farringdon Asset Management, part of the Malaysia-based Farringdon Group, has received a licence to operate in Singapore where it will focus on focus on providing expat clients with discretionary portfolio management services.
Vanguard sees slow ETF progress in HK
Vanguard follows BMO GAM in cutting the cost of investing in its Hong Kong-listed ETFs with the aim of attracting more capital.
Motilal Oswal bets on boutique access to India
Motilal Oswal believes its highly-concentrated equity fund of select domestic companies will appeal to investors in the US and Asia.
Z-Ben: Chinese IIs to put $1.1trn offshore by 2021
Offshore assets that global managers can potentially tap are expected to hit $1.1trn in 2021 — 17% of the total assets from mainland institutional investors, according to consultant Z-Ben Advisors.
