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.
Category: Asset Class in Focus
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.
Flows into RMB bonds likely, says JPM
As authorities take further steps to internationalise the RMB, the currency will strengthen over the medium-term, making onshore bonds attractive, according to JP Morgan Asset Management.
Report: Emerging markets elevated to high risk
Growing concerns in China and other emerging markets could lead to “a prolonged deceleration” and have a “severe knock-on effect across the EU and the US”, according to the most recent report on risk by the Economist Intelligence Unit.
