Korean stocks are not whipsawed by domestic political events and Samsung, despite setbacks, remains a favorite position, said Arthur Kwong, BNP Paribas Investment Partners’ head of Asia-Pacific equities.
Tag: BNP Paribas Investment Partners
Five views on Moody’s downgrade of China
Asset managers comment on Moody’s decision to lower China’s sovereign credit rating by one notch to A1 from Aa3, with stable outlook.
HEAD-TO-HEAD: BNPP IP vs Schroders
FSA compares the Parvest Equity Best Selection Euro Classic Fund and the Schroder ISF Euro Equity Fund.
In case you missed it – Company News
A new Asia CEO at JP Morgan Private Bank; a senior sales appointment and fund launch from BNPP IP; Northern Trust’s new Seoul branch; the expected launch of the Hong Kong-China Bond Connect this year; higher interest rates in Hong Kong; more fintech cooperation in Asia and a deceleration in investment momentum in Asia-Pacific’s private equity market…
In case you missed it – FSA News Update
A report from Legg Mason saying US GDP could hit a 20-year high; a European distribution platform launches in Singapore; more fintech cooperation in Asia; appointments at Natixis and notable items during China’s NPC meeting…
Foreign investors wary of China’s currency, says HFT
Overseas investors are increasingly interested in non-RMB Chinese fixed income, said HFT Investment Management (HK) CEO Jelle Vervoorn.
BNPP IP: EM multi-asset funds a hard sell
Although multi-asset funds have become popular in Asia, those that focus on emerging markets are not favoured by private bank investors, according to Christian Bucaro, BNP Paribas Investment Partners’ Singapore-based head of private wealth distribution for Asia-Pacific.
Impax AM sees Asia environmental opportunities
But the lack of clarity on environmental issues from the new US president means a growth outlook for environment-themed investing is difficult, said Ian Simm, Impax Asset Management’s London-based CEO.
Morningstar Asia fund reviews and re-ratings – December
A downgrade for an Aberdeen fund, an upgrade for Templeton and coverage initiated on several others.
Japan small-caps beat larger peers
Foreign investors under-own Japanese small caps which in Japan tend to be less volatile than large caps, said Tony Glover, head of investment management department at BNP Paribas Investment Partners Japan.
