A weaker dollar and a low chance of an RMB devaluation support Asian currency stability, which has a strong equity market impact, said Falcon Private Bank’s CIO David Pinkerton.
Tag: China
BOS bullish on ASEAN growth
The Bank of Singapore said China’s slowdown has had surprisingly little impact on ASEAN economies.
UBP upbeat on Asia after Coutts acquisition
Despite private banks selling assets or cutting staff in Asia, Guy de Picciotto, CEO of Switzerland-based Union Bancaire Privee, said his bank plans to hire roughly 40 RMs and expand in China.
Study: JP Morgan top foreign AM in China
US and European asset managers dominate China’s top ten, but consultancy Z-Ben Advisors said foreign managers are far from tapping the huge potential of China.
BMO WM likes the dividend theme
Low interest rates and low inflation have brought the dividend theme to prominence this year, said Edmund Yun, executive director and head of investment for Asia.
“Follow the footprints of Chinese tourists” – Macquarie
Tourism is going to be one of the most compelling consumer stories to come out of China during the coming decade, according to Macquarie Investment Management.
The peculiarities of China bonds
Returns from mainland funds might look attractive to overseas investors, but be aware of the differences in product design and investment style, said Morningstar China director of manager research, Rachel Wang.
Morningstar picks China southbound MRF funds
The research firm has recommended 22 onshore China funds that are MRF-approved or waiting approval for sale in Hong Kong.
EM corporate debt a key risk, says SSGA
Slowing EM economies and local currency devaluations are raising the risk of holding corporate debt, particularly China issuance.
