Dividend yields are harder to find in Asia today than they were ten years ago, but India offers some attractive ideas, said First State’s Martin Lau, director, Greater China equities.
Category: News
Global dividends at record high
Global dividends reached a record of $288bn in the third quarter, registering a 3.8% year-on-year growth with the US remaining the main driver followed by emerging markets, according to the Henderson Global Dividend Index.
Legg Mason developing liquid alternatives
In line with the move to more customised strategies, Legg Mason is trying to develop alternative products in asset classes such as private equity and real estate that also have the daily liquidity investors crave, said Joe Sullivan, the firm’s chairman and chief executive officer.
Robin Geffen Japan comment
While ‘momentum investors’ are pushing into the market, others are more sceptical about the immediate impact of Abenomics.
Western AM on India China high yield
Fixed income markets are experiencing volatility with worries over a rate rise, but Western Asset Management believes high yield has a place in a diversified portfolio and sees investment avenues in China and India.
US and EM valuation split
A large valuation gap between emerging markets and the US is mainly sentiment-driven, creating opportunities to selectively pick next-cycle winners, said Joshua Crabb, head of Asian equities at Old Mutual Global Investors, who was plucked from BlackRock in September.
Asian markets resilient to US rate hike
While global investors deliberate on pulling capital out of riskier emerging markets in the run up to a US rate hike, Aberdeen Asset Management is confident that Asian markets will prove resilient.
Nasdaq interest sparked by stock connect
Nasdaq intends to build partnerships, roll out education efforts and convince Asia’s retail investors to take exposure to exchange traded funds, said Rob Hughes, head of index and advisor solutions at Nasdaq.
Room for disappointment in ASEAN high
Rich valuations and high investor expectations in ASEAN markets, combined with expected slowing growth, have created room for disappointment, said Hozefa Topiwalla, managing director at Morgan Stanley.
Absolute return appetite emerging
Volatility in global markets has nudged private bank clients toward absolute return type funds, said Edmund Yun, executive director, head of investment for Asia at BMO Private Bank.
