Governments, companies and investors across Asia are pursuing sustainability more consistently. But more still needs to be done, according to speakers during a Calastone webinar.
Tag: East Capital
The coronavirus: A buying opportunity?
Historical data suggests that epidemics do not impact markets long-term.
Are there opportunities in risky Russia?
The country’s economy remains overwhelmingly dependent on oil and gas.
In case you missed it (14 September 2018)
Schroders hires PM from HSBC Global AM; Franklin Templeton names new fixed income CIO; BNY Mellon creates chief economist role; Hong Kong’s private wealth AUM to double by 2023; Willis Towers Watson and MSCI co-develop ESG strategy; MAS introduces new corporate structure for funds; and more…
In case you missed it (7 September 2018)
Matthews Asia names Asia head; Man Group makes key appointment in Korea; East Capital brings China-A strategy to Asia’s qualified investors; managers prefer QDLP to PFM access in China; Hong Kong’s Final Court dismisses Moody’s appeal; and more…
Bottom-fishing in Russia
This week’s volatility in Russia’s stock market presents buying opportunities, however the market’s structural flaws mean that investors need cast-iron stomachs to weather more such events in the future.
East Capital bets on sustainability in China
Environmental and clean-technology companies in China are likely to be good bets as Chinese authorities increase spending to address alarming environmental problems, according to East Capital.
Is OBOR more than a buzzword?
China’s epic infrastructure project, ‘one belt one road’, is getting its own index, according to the Hong Kong Stock Exchange. But OBOR does not excite fund managers.
Don’t look backward with ESG, says East Capital
ESG investing moved on from simple exclusion screening long ago, said Karine Hirn, partner at East Capital.
East Capital sees Russia warming trend
The Russian market is up 37% year-to-date and the economy is moving from recession to growth. Tim Umberger, senior adviser to East Capital, is optimistic about 2017.