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.
Tag: Equities
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.
The best and worst sectors
Two BRIC countries drove the region’s best and worst performance across all equity sectors in 2014, and one country was the focus of the year’s best-performing fund.
Natixis survey
Equities and managing downside risk are the key focus areas for global institutional investors in 2015, according to a survey report by Natixis Global Asset Management.
Citibank is buying equities in 2015
Roger Bacon, head of Citibank’s managed investments in Asia, sketches the bank’s investment themes for 2015, which he believes will be a challenging year.
Is the referendum on Abenomics an opportunity
Japan goes to the polls on Sunday with fresh downgrades to measures of the country’s economic performance weighing heavily on voters’ minds.
OMGI 2015 outlook
China has some juicy catalysts that could drive the mainland markets, which currently have companies with cheap valuations, according to Old Mutual Global Investors.
Russia funds
Over the past 12 months, the best performing Russia-weighted fund had a negative 19.5% return.
