A greater majority of fund managers in Hong Kong continue to hold a bullish view on equities, with a preference towards European equities, according to a survey by the Hong Kong Investment Funds Association.
Category: News
Singapore signs FATCA agreement
Singapore and the United States have signed an agreement which will enable Singapore-based financial institutions to more easily comply with the US Foreign Account Tax Compliance Act.
Threadneedle continues Asia managed funds
Threadneedle Investments has launched a flexible Asian bond fund to be managed by its Singapore-based investment team.
The move to value
The most recent Merrill Lynch Fund Managers survey found that there had been a significant swing from growth to value. In April, a net 40% of managers believed value stocks would outperform growth stocks over the next 12 months, three times the level in March.
Backrock launches Asia Special Situations fund
BlackRock has launched a special situations fund focusing on what it calls tomorrows winners in the evolving Asia ex Japan market.
Expert Investor forum Hong Kong 15 May
Expert Investor Forum will be held at the Four Seasons Hotel, Hong Kong on 15 May 2014.
Compelling case for higher risk emerging markets
BY: RICHARD TITHERINGTON , CIO, EMERGING MARKETS , JP MORGAN AM
Political uncertainty and currency volatility have been flashpoints for emerging markets this year as sell-offs initially triggered by concerns about economic stability and the outlook for growth have been prolonged by geopolitical events.
Eastspring’s Rountree aggressive on Asian cyclicals
Eastspring Investments global strategist Robert Rountree is betting aggressively on Asian cyclical stocks due to their cheap valuations and also favours consumer discretionary companies.
Managers gamble on Asian casino stocks
Asian equity fund managers are investing heavily in gambling stocks in Macau as a consumer play.
How to run a successful Asia fund from London
Jonathan Pines is proving critics wrong that you can run a successful Asian fund from London.
