India should be Asia investors’ next port of call in the ongoing equities maelstrom, says BlackRock’s Andrew Swan, though we must hope that the China storm does not become a global one.
Category: Asset Class in Focus
Moody’s: Little risk of credit crisis in EM
In a contrarian view, ratings agency Moody’s said it believes that the risk of a downward spiral and financial contagion is unlikely in emerging markets.
ASEAN rebalances after finding the lows
Amid weak growth and currency instability, ASEAN’s potential still remains strong with the region set for a likely recovery by the end of 2015, according to Baring Asset Management.
Which funds have been hit the hardest?
Over the last month, almost all China-dedicated equity funds have moved into the red, and there were plenty of brand names among the worst performers.
Sour EM sentiment is behind market turmoil
Bad news from emerging markets is behind the wider market stress, not China, which continues to have strong fundamentals, according to two fund houses.
Asia funds turn negative
Returns from nearly all Asia ex-Japan equity funds have moved into negative territory after the recent sell off in Asian equities.
Investors rotating out of EM equities
Divergent monetary policies between the US and emerging markets mean further EM stock market weakness, according to Axa Investment Managers.
Chinese investors lead in global property buys
The hunt for yield has led Asian institutional investors to increase allocations to global real estate commercial properties, according to CBRE.
China’s soft landing fund
Even the top five performing China funds dropped during the market correction, but one product from Allianz clearly had less downside.
Asia dividends fall in Q2
Dividend payouts from Asian companies declined in the second quarter, but companies are sitting on record cash balances and operating performance is improving, according to Henderson Global Investors.
