Vietnam stands out among frontier markets because of economic growth, favourable stock valuations and abundant natural resources, argues Joshua Crabb, head of Asian equities at OMGI.
Category: Asset Class in Focus
Pictet WM: Look again at China’s banking sector
David Gaud, chief investment officer at Pictet Wealth Management in Asia, said skeptical investors should reconsider Chinese banks because of an acceleration in good credit and better fundamentals.
The long reach for high yield
NNIP’s emerging markets debt strategy surprisingly covers a lot of EMs, even extending beyond with overweights in markets such as Mongolia and Ukraine, according to portfolio manager Leo Hu.
Fangs or Bats? Deutsche AM looks at tech in Asia
Technology stocks globally are still expected to perform well next year, but Sean Taylor, Deutsche Asset Management’s chief investment officer for Asia-Pacific and head of emerging markets, remains careful with his sector picks, particularly in Asia.
High-conviction EM funds tend to underperform
Highly concentrated, high-conviction equity mutual funds tend to underperform, FSA research shows.
Robeco: China’s AM regs, US tax reform risks
Hong Kong’s equity market is likely to see a slowdown in mainland investment next year due to some new regulations and the proposed US tax reform could hit the technology sector, said Victoria Mio, co-head of Asia-Pacific equities and chief investment officer for China at Robeco.
T Rowe: 2018 won’t be the same for global equities
The upside for global equities markets has become weaker in the long-term as global growth has peaked, according to Thomas Poullaouec, head of multi-asset solutions for Asia-Pacific at T Rowe Price.
OMGI: Asian equity picks for 2018
Infrastructure in India, curbing pollution in China, and specific smaller tech companies are the most promising investment opportunities in Asia, argues Joshua Crabb, head of Asian equities at OMGI.
Fixed income fixation continues in HK
Hong Kong’s mutual funds assets are up 17% over the past year, driven by a rise in the number and assets of fixed income funds, according to the SFC’s latest quarterly report.
Value Partners: Hunt for lesser-known bond issuers
Positioning for 2018, Value Partners has taken an overweight in bonds of under-researched Chinese small banks with a credit rating of B and below.
