Indian funds have produced solid returns during Modi’s prime ministerial tenure, but there are doubts that his mixed performance will retain the confidence of his electorate.
Tag: Equities
Schroders still positive on global equities
Cheaper price multiples will drive global equity returns next year, and China’s onshore bonds are starting to look appealing, argues Patrick Brenner, head of multi-asset investments for Asia.
Why Loomis Sayles shuns Apple in its growth funds
The firm prefers companies that benefit from high barriers to entry, and Apple, despite being a popular growth stock, does not meet that criteria, according to Hollie Briggs, Boston-based vice president and product manager for growth equity strategies.
Eastspring: Expect volatility, be tactical
Investors will benefit from a tactical investment approach this year as markets are expected to be more volatile, according to Virginie Maisonneuve, Eastspring Investments’ Singapore-based chief investment officer.
Deutsche Wealth: Fixed income loses appeal
Rising interest rates and yields have made Deutsche Bank Wealth Management pessimistic about fixed income investment, according to Tuan Huynh, Singapore-based chief investment officer and head of discretionary portfolio management for Asia-Pacific.
T Rowe: 2018 won’t be the same for global equities
The upside for global equities markets has become weaker in the long-term as global growth has peaked, according to Thomas Poullaouec, head of multi-asset solutions for Asia-Pacific at T Rowe Price.
Mercer: Baked-in optimism warrants portfolio review
Equity markets are priced for positive scenarios and investors should now review portfolios with an eye on currency denomination and cash holdings, said Garry Hawker, partner and director of strategic research for growth markets.
Pictet says avoid US equities
The expensive valuations of US equities have made Luca Paolini, Pictet Asset Management’s London-based chief strategist, urge investors to be very cautious.
Bond fund assets in HK up 5% in 2016
Bond fund assets in Hong Kong increased while equity fund assets declined, according to the Securities and Futures Commission’s latest report.
`Cyberwar’ appears on Deutsche WM global risk survey
A “global cyberwar” was cited by economists as one of several global market risks, underscoring cybersecurity as an investment opportunity, according to Deutsche Wealth Management.
