Asia’s robust corporate earnings and continuing reform in key markets are expected to lift stock prices in 2018, said Andrew Swan, head of Asian and global emerging market equities at Blackrock.
Category: Asset Class in Focus
CIC’s Yun cites some reasons to be bullish on China
China is now in a Goldilocks situation, and it should continue in 2018, according to Edmund Yun, Hong Kong-based head of investment solutions at CIC Investor Services.
Currencies become key to fixed income opportunities
Local currency bonds are attractive as the environment for fixed income starts to turn positive after a multi-year downtrend, according to Federico García Zamora, managing director at BNY Mellon’s Standish Mellon.
Are smaller companies Japan’s real value?
Japan’s mid- and small-cap stocks have outperformed large caps, but many are ignored or under-researched, according to Max Godwin, a Singapore-based portfolio manager on Eastspring Investments’ Japan equity team.
JPMorgan WM wants ESG talk and reality to match
ESG is a nice conversation to have with clients, but challenging to implement, said Cynthia Lai, JP Morgan Wealth Management’s new executive director of managed solutions.
Asia’s fund selectors turn bullish on China
Q3 data shows warming sentiment toward China among fund selectors and asset allocators in Hong Kong, Singapore, Thailand and Malaysia, who told FSA they intend to add to their Chinese equity allocation in the next 12 months.
Bullish T Rowe overweights Japan equities
For the first time in a decade, T Rowe Price’s global equity strategy has an overweight versus the benchmark to Japan equities. Laurence Taylor, portfolio specialist, explains why.
Robo-advisor performance October 2017
FSA joins the robo-advisor discussion with its monthly feature showing portfolio returns of three robo-advisors serving clients in Asia.
GSAM: EM equity run to continue in 2018
Encouraging growth prospects make emerging market equities more attractive than those in developed markets, argues James Ashley, head of international market strategy at Goldman Sachs Asset Management.
Asia’s fund selectors turn to alternatives
Are commodities and property going to boost returns? Fund selectors in Asia are planning more diversification into alternative asset classes, in particular commodities and property, according to FSA’s Asset Class Research.
