China is the biggest risk for the regional high-yield sector, according to Rick Mattila, international head of research at MUFG Securities.
Category: Asset Class in Focus
Japan’s deflation may spread to Asia
GAM investment director Tim Love said the weakening of the Japanese yen puts downward pressure on currencies throughout Asia.
The benefits of commodity exposure
Asian investors tend to miss the diversification benefits of commodities, which have a low correlation to stocks, said Jodie Gunzberg, global head of commodities and real assets at S&P Dow Jones Indices.
China’s Bosera to launch three MRF products
The firm has bond, equity and mixed asset funds ready for launch in Hong Kong on June 1, said head of intermediary business Laurence Lo.
Blackrock buys China’s `old economy’ stocks
In a contrarian view, Andrew Swan, Blackrock’s head of Asian equities, expects cheaper old economy stocks to benefit from supply-side reforms.
SLI: Pressure on RMB, EM currencies
Efforts to stabilise the RMB are likely to be short-lived, and the Chinese currency will come under renewed pressure, said Alex Wolf, emerging markets economist at Standard Life Investments said.
Is now really the time to return to EM?
It has been the question probably most frequently asked by investors over the past few years: should I increase my allocation to emerging markets now? Every so often, the answer has been negative as short-lived rallies have failed to sustain themselves. Will this time be any different?
Stratton Street: China’s capital flight overplayed
Analysts have recently warned about China’s currency risks, but Stratton Street Capital fund manager and partner Andy Seaman offers a contrarian view.
OMGI keen on EM sovereign bonds
Old Mutual Global Investors is overweight Indonesian and Indian government local currency bonds.
Are Indonesian bonds coming back into favour?
Investor sentiment toward Indonesia appears to be rebounding after the massive capital flight that occurred in 2013, according to David Tan, CIO of Asia-Pacific fixed income at Allianz Global Investors.
