Only two products out of roughly 5,000 mutual funds available to Hong Kong and Singapore investors have overweights in the four Asia tech heavyweights.
Category: Asset Class in Focus
Russia’s resurgent funds defy headwinds
Russia’s stock market performance during the past three years has been resilient despite the external pressures of US-EU sanctions and fluctuating commodity prices.
ESG goes beyond risk management, says Hermes
ESG ratings typically do not account for management efforts to improve, and companies with poor scores may be worth a closer look.
First State reduces India equity exposure
Small and mid-caps were cut and the portfolio has a high level of cash, says manager of its Indian subcontinent fund.
Can Thailand fund’s surprising run continue?
The Templeton Thailand fund has so far weathered two decades of turmoil to stand out as a single-country out-performer, but this year there are risks on several fronts.
HEAD-TO-HEAD: Morgan Stanley vs Threadneedle
FSA compares two highly-rated global equity products: the Morgan Stanley Global Opportunity Fund and the Threadneedle Global Focus Fund.
Will volatility boost fixed term fund appeal?
BNPP AM has raised $170m from private banks in the region for a fixed maturity plan, according to Karan Talwar, Hong Kong-based investment specialist for emerging market fixed income.
Deutsche Wealth defends plunging Chinese equities
The bank also plans to increase ESG investments, according to senior executives.
Asia bonds gain traction
Cheap valuations and a more sanguine outlook for the global economy are attracting dedicated Asia bond managers.
Asia’s fund selectors turn to cash
Data collected by Last Word Research shows a rapid rise in pessimism towards equities and credit among fund selectors in the region.
