China has some juicy catalysts that could drive the mainland markets, which currently have companies with cheap valuations, according to Old Mutual Global Investors.
Tag: Equities
Russia funds
Over the past 12 months, the best performing Russia-weighted fund had a negative 19.5% return.
Asian markets 2015
Pictet Wealth Management and Robeco Group provide separate outlooks for Asian equities in 2015, and they have more similarities than differences.
MandG bullish on Korean market
Korean equities are increasingly cheap and attractive, but mainly because all the surrounding markets have become very expensive, explained Robert Secker, M&G Investments emerging markets equity investment specialist.
Hang Seng Asian equities
Hang Seng Bank for the past month has tilted toward Asian equities, and has added several funds recently to reflect its investment outlook and asset class views, according to Belle Liang, head of investment advisory, Hang Seng Investment.
Interview with Hang Seng’s Belle Liang
Funds that distribute cash or dividend-paying equities remain top of list for private bank clients in Hong Kong, according to Belle Liang, head of investment advisory, Hang Seng Investment.
GPIF from bonds to equities
Japan’s $1.2 trillion Government Investment Pension Fund plans to dramatically increase domestic and foreign equity exposure while cutting positions in domestic bonds.
StanChart on the case for equities
European equities and RMB bonds are among the favourite investment classes at Standard Chartered Bank, said Steve Brice, chief investment strategist, group wealth management.
BlackRock bullish on India
India’s “three arrows” are GDP growth, reform and public markets, and despite risks, equities and fixed income look increasingly attractive, according to a trio of BlackRock strategists.
Is it time to revisit EM allocations
Despite a poor September, emerging markets seem to once more be back on investors’ radar.
