A bottoming out of the domestic equity market is stirring some optimism in the internet and consumer sectors.
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A bottoming out of the domestic equity market is stirring some optimism in the internet and consumer sectors.
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Greg Hirt at Allianz Global Investors discusses the impact of difficulties in China’s property sector.
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Schroders sees the region’s growth outlook and other tailwinds as key drivers for Asian credit as an attractive asset class.
High yield managers are looking instead at Macau gaming, Indian renewable energy and Indonesian corporate credits.
Both equities and fixed income in Asia are expected to be more attractive in the second half of the year.
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week Jenny Zeng, chief investment officer for Asian fixed income at Allianz Global Investors, discusses China’s embattled property sector.
Given the strong US dollar and economic slowdown in developed markets, the outlook for emerging markets (EM) remains tricky, said BNY Mellon Investment Management (BNY Mellon IM).
The internet, property and energy sectors are likely to perform in the second half of this year, said the German asset manager.
Investors in regional high yield markets can expect Asia to be relatively resilient to global headwinds, with China to stimulate its economy, according to Fidelity International.
Part of the Mark Allen Group.