Asset Class in Focus
Pictet WM: Asia’s industry leaders the better bet
Rising interest rates and global trade tensions are more likely to hit multinationals in Asia than the region’s home-grown leaders, who have become strong rivals, argues David Gaud, chief investment officer for Asia at Pictet Wealth Management.
BEA Union: Asian bonds face rate hikes and defaults
Focusing on higher quality and short-dated bonds will help ease the risk of defaults in Asian USD-denominated bonds, said Pheona Tsang, head of fixed income at BEA Union Investment.
Invesco: US tariffs turn China toward Belt and Road
As trade tensions with the US rise, China’s commitment to the Belt and Road Initiative (BRI) should deepen, according to Ken Hu, the firm’s chief investment officer for Asia-Pacific fixed income.