It doesn’t make sense to say price-to-earnings ratios are high today compared to historical data, said Bill Maldonado, HSBC Global Asset Management’s APAC chief investment officer.
Tag: Equities
Investors buy EM, sell European equities
Selling European equities and buying global emerging market stocks is developing into the great trend of 2016.
A look at HSBC PB’s `barbell strategy’
The strategy aims to capture emerging market yields and `new economy’ growth at a time when yield is hard to find, according to HSBC Private Bank’s Fan Cheuk Wan, head of investment strategy in Asia.
China onshore funds take 1H hit
Assets in China’s onshore mutual funds fell 5.2% in the first half after investors fled domestic equities.
H1: Big surprises in best and worst sectors
In a swift reversal from first half last year, China and UK equities are bottom performers and gold and LatAm have sprung to the top.
JPM sees modest Brexit impact on EMs
The macro drivers for EM equities are largely unaffected and the firm maintains its overweight.
Pressure builds on RMB after Brexit
China’s yuan as well as regional currencies are likely to see selling pressure, according to analysts who opined on the outcome of today’s vote.
HEAD-TO-HEAD: Aberdeen vs Schroders
Fund Selector Asia compares two emerging market equity funds, the Aberdeen Global Emerging Markets Equity Fund and the Schroder ISF Emerging Markets Fund.
M&G likes US banking sector
The firm’s multi-asset team has a high conviction call on US banks, which some investors see as a contrarian view, according to Craig Moran, deputy portfolio manager at M&G Investments.
Citi expects volatile second half
Don’t be misled by the lazy summer, risk management now has high importance, according to Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investments.
