“We trimmed exposure to India and Korea as we were concerned after the run-up [in markets]. We had different instances when target prices on stocks were reached,” said Csellak in an interview with Fund Selector Asia. Volatile Korea Korea with a 20.7% weighting and India (17%) were still the top country allocations of the Manulife Asian […]
Tag: Equities
What drives China’s A-shares?
Investing in cheap, high momentum or low volume equities, tactics that deliver a premium in developed and many emerging markets, does not show the same result in China’s A-share market, said Sunny Ng, head of portfolio strategists for Asia ex-Japan at State Street. According to State Street research into A-Shares, which was in the Journal […]
Baring is overweight India and Indonesia
Government reform initiatives in India and Indonesia will likely drive economic growth and benefit investments in specific sectors, according to Baring Asset Management.
Emerging markets rebalancing
Falling oil prices and the adoption of reform agendas means Asia could soon account for three-quarters of the MSCII Emerging Markets Index, said Catherine Yeung, investment director for Asia ex-Japan equities at Fidelity Investments.
Keeping rates low risk for US markets
The “breathtaking strength” in US jobs growth has created conditions that demand a rate hike, argues Rick Rieder, chief Investment officer of fundamental fixed income at BlackRock.
Get EM exposure through Europe
The price is not right for direct exposure to emerging markets stocks, according to David Herro, chief investment officer for international equities at Harris Associates.
Asia entering multi-decade stock pickers market
Asia is entering a multi-decade stock-pickers market, similar to that seen in the 1960s and 1970s in developed markets says Jung Ho Rhee, CEO at Mirae Asset Global Investments.
Fund selectors tilt toward Asian equities
Asian equities ex-Japan stood out as this year’s preferred asset class, according to an FSA survey of fund selectors and portfolio managers.
Europe will surprise to the upside
The Liechtenstein-based bank makes contrarian calls on Europe and China equities because institutional cash holdings remain high, risks are already priced in and growth drivers are clear.
China’s equity market set for a re-rating: Baring
Baring Asset Management sees the potential for a re-rating of the Chinese equity markets after the Chinese New Year holidays.
