Mirae has identified four multi-year themes from the striking rise of the aspirational consumer across Asia that will drive growth in emerging markets.
Tag: Asia
Jupiter says China tourism boom to lift Asia retail
A surge in Chinese travellers over the past five years has made the country the world’s second-largest tourism market, accounting for half of the growth in the world’s travel industry, said Jason Pidcock, head of Asian income strategy at Jupiter Asset Management.
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 complex art of portfolio shaping
Asset managers are dealing with an increasing amount of factors when they construct a portfolio, which raises the chances of error, according to Craig McGee, partner at Sherpa Funds Technology in Singapore.
Funds in Asia see huge Q1 outflows
Around $39bn fled funds in Asia during Q1 this year, and one asset class took an enormous hit, according to data from Strategic Insight.
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?
Pinebridge sees tech transfer driving Asian equities
Higher-end manufacturing and tech innovation are what to look for in China, India and Southeast Asia, according to the firm.
Franklin Templeton expects sukuk momentum
The strong development of Islamic finance is “a reflection of genuine retail demand,” said Mohieddine Kronfol, chief investment officer of global sukuk and MENA fixed income.
Hong Kong to see strong growth in leveraged and inverse ETFs – Cerulli
Leveraged and inverse Exchange-traded Funds, which are expected to be launched in Hong Kong later this year, are likely to boost trading in ETF products in the territory, according to research firm Cerulli Associates.
Asia leads EM outflows
The $1.12bn of net outflows from emerging market equity funds in December brought total redemptions from the asset class in 2015 to $40.7bn. Though emerging markets everywhere suffered heavily from the commodity price slump, Asia suffered the biggest blows last year.
