Long duration investment grade bonds and Japanese equities offer DPM clients yield and capital growth, according to Grizelda Lee, head of discretionary portfolio management at Bank of Singapore.
Tag: China
JPMAM: EMs are too big to ignore
In a falling interest rate environment, investors neglect ignore the attractions of emerging markets at their peril, according to JPMAM strategists.
China’s E Fund and Thailand’s BBLAM sign MoU
The partnership is intended to give Thai investors better access to onshore Chinese capital markets.
Five China funds that have rallied double digits in a month
FSA looks at the top performing Chinese funds during the recent month-long rally.
UBS GWM: Asian AI beneficiaries have more potential than US tech
Investors should look for Asian AI beneficiaries, according to a recent UBS Global Wealth Management report.
BlackRock and others say Japan rally has legs
Asset managers make the case for Japanese stocks amidst an historic rally, but others are flagging the risks.
Manulife: Asian fund distributors have been ‘fixated’ on two things
The firm is launching the Manulife Defined Return fund to address these two “fixations”.
Fidelity: Asia’s corporate prospects shine
Conditions are settling into place for companies to look towards expansion, according to Fidelity International’s annual analyst survey.
Policy support in China is ‘critical’ for investors
Policy support will be critical to help the country transition towards its ambitions of ‘new economy’ driven growth, according to some asset managers.
BlackRock is overweight select emerging markets
The asset manager’s investment institute prefers Mexico and India, but remains cautious on China.
