After recent disappointing returns, the JOHCM Asia ex-Japan Fund is placing its faith in companies that have transformed their business models.
Tag: Asia Equities
The sparse emerging Asia fund category
Emerging Asia funds are an attractive alternative to Asia equity products, but unfortunately there are too few available to consumers.
Value Partners set to launch Asia innovation fund
The fund will focus on undervalued stocks of companies that are believed to be transforming their sectors.
HK manager debuts with ‘new economy’ fund
Macquarie alumni are behind Hong Kong-based Stonehorn Global Partners, which plans its first mutual fund this year.
Video: JP Morgan AM on long-term Asia investing
Governance is perhaps the most important factor when investing in Asia for the long-term, according to Alexander Treves, head of investment specialists for Asia, emerging markets and Asia-Pacific equities at JP Morgan Asset Management.
Is India the better bet in Asia equities?
First State Stewart’s Alistair Thompson explains why Asia’s best opportunities do not include the standard regional heavyweights such as Alibaba, Tencent or Samsung.
HEAD-TO-HEAD: Columbia Threadneedle vs Invesco
FSA compares the Invesco Asia Opportunities Equity Fund and the Threadneedle (Lux) Asian Focus Fund.
How JP Morgan AM sizes up equity valuations
A stock with a high price-to-earnings ratio doesn’t necessarily trigger a sell signal, argues Joanna Kwok, managing director and a portfolio manager within JP Morgan Asset Management’s Asia-Pacific regional team.
Allianz GI makes a case for struggling Asian equities
Trade tensions and a strengthening US dollar have hit Asian equity markets, but Raymond Chan, Hong Kong-based chief investment officer for Asia-Pacific equities at Allianz Global Investors explains why he remains positive on the asset class.
Blackrock’s Swan overweight India, Indonesia
Asia equities have been down year-to-date, but Andrew Swan, head of Asian and global emerging market equities, believes the reason is negative investor sentiment, which is at odds with positive corporate fundamentals.
