Government reform initiatives in India and Indonesia will likely drive economic growth and benefit investments in specific sectors, according to Baring Asset Management.
Category: News
Franklin hires head of APAC consultant relations
Franklin Templeton has poached Stephanie Hukins from Hermes Investment Management to manage the firm’s relationships with investment consultants across Asia-Pacific.
EM largest source of global revenue
Global companies derived the highest amount of revenue (30%) from emerging markets at the end of last year, said Shaw Wagener, portfolio manager and chairman of Capital Group International.
Stock Connect buying
Market turnover on the Hong Kong Exchange rose to an all-time high of HK$252.4bn ($32.6bn) on Wednesday, as trading through the Shanghai-Hong Kong Stock Connect surged to its highest level since launching in November.
Developed market bonds have negative yield
Nearly $4trn in developed market bonds have a negative yield. Market participants are accustomed to the possibility of losing money, but the certainty of losing money is another matter, writes Jim Cielinski, global head of fixed income at Columbia Threadneedle Investments.
Prospects of Indian equities still bright
The government’s efforts to support economic growth and the easing of inflation should provide long-term support to local shares, said Manish Bhatia, Schroders Indian equities fund manager.
ING IM rebrands as NN Investment Partners
Following its divestiture from ING Group and public listing, ING Investment Management has been globally rebranded as NN Investment Partners.
BlackRock is selective on European equities
Certain European equities have some life in them, but nearly a quarter of European sovereign debt offers a negative yield, according to BlackRock.
Hong Kong China double taxation
Hong Kong and mainland China have agreed to exempt Hong Kong-based investors from double taxation on capital gains derived from investments in Chinas stock markets.
Chinese SOEs JP Morgan AM
State-owned enterprises could become one of the key investment themes in the coming years as reforms pick up speed in 2015, according to JP Morgan Asset Management.
