Surveys conducted at the FSA Growth Forums in Singapore and in Hong Kong suggest where the region’s fund selectors may allocate over the next 12 months.
Category: News
Index wrappers don’t show what’s inside
Geographic exposure as defined by indices is becoming much less relevant when constructing a portfolio, said Capital Group investment director Andy Budden.
HSBC overweight EM equities
A cautious US Federal Reserve, stabilisation of oil prices and accommodative monetary policies are among the factors expected to drive EM equities, according to HSBC Private Bank.
CSRC exits signal shakeup
The China Securities Regulatory Commission has lost five senior officials recently, according to mainland media.
Sovereign debt with negative rates at $10.4trn
The amount of global sovereign fixed income with negative interest rates is up 5% since the end of April, according to Fitch Ratings.
China’s GFI hires CIO
Hao Chen was lured over from Value Partners to fill the chief investment officer role at GF International Investment Management in Hong Kong.
The FSA Spy market buzz – 03 June 2016
Another exit at Mirae; changes at Credit Suisse, Columbia Threadneedle and Samurai OMGI; GS’s loss is GSAM’s gain; everybody’s hiring, nobody’s making money, and much more.
HSBC sees higher chance of MSCI A-share decision
The June 14 decision by the index provider could send fund flows of $25bn into China’s markets, according to Stephen Kam, senior product specialist for Asian equities at HSBC Global Asset Management.
Risk of China currency intervention growing, Heartwood says
China’s currency depreciation trend playing out in 2016 looks set to continue, according to Jade Fu, investment manager at Heartwood Investment Management.
RBC WM names new Asia head
The firm has named Peter Corry as the head of wealth management for Asia.
