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.
Tag: Equities
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.
New capital in Asia going into bonds
Bonds topped the asset classes in 2014 with the highest net new inflows in Asia, pulling in slightly more than equities, and Japan was the biggest recipient by country, according to data from Strategic Insight.
India investment 2015
Investors are still waiting for movement on fundamental reforms and stocks are slightly higher than the five-to-ten year average, writes Sunil Asnani, portfolio manager of the Matthews Asia India Fund.
China among the top markets
The Shanghai Composite Index soared 53% in 2014, “making the Mainland market one of the best performing markets worldwide”, yet volatility has emerged as a key risk this year, according to Hong Kong’s regulatory body.
BlackRock what to watch out for
An optimistic consensus about US-driven growth in 2015 seems to have formed across the industry, prompting BlackRock’s strategy guru to cite key potential risks in that picture.
StanChart to shut equities activity
Institutional cash equities, equity research and equity capital markets are loss-making units that the bank will shed, impacting 200 jobs.
