Surveys conducted at the FSA Growth Forums in Singapore and in Hong Kong suggest where the region’s fund selectors may allocate over the next 12 months.
Tag: Equities
Four themes to support Asian growth
Mirae has identified four multi-year themes from the striking rise of the aspirational consumer across Asia that will drive growth in emerging markets.
Firming oil price could buoy Russian market
Oil prices and Russia’s fiscal health are highly correlated, and if prices finally stabilise, the market should benefit, according to Egor Kiselev, who manages two Parvest Russia funds.
Japan’s deflation may spread to Asia
GAM investment director Tim Love said the weakening of the Japanese yen puts downward pressure on currencies throughout Asia.
Barings optimistic after Philippine election
Policy priorities imply mid-long term equity market benefits, particularly in the consumer consumption sector, according to Soohai Lim, investment manager of Baring ASEAN Frontiers fund.
BNP Paribas: EM sentiment may fizzle
Select Asian markets are showing encouraging signs, but the likely strengthening of the US dollar is a strong headwind.
Are Chinese properties ‘too big to fail’?
The property sector accounts for a significant portion of GDP and the government continues to prop it up, analysts said.
Conning Asia Pacific cautious on EM equities
EM equity markets are vulnerable to moves in the US dollar and US monetary policy, said Marc Franklin, portfolio manager.
Citi joins the EM bulls
Citi’s house view has recently moved to overweight emerging market equities from underweight.
`Huge valuation gap’ between HK and Shenzhen
Expect a spike in volatility when the Hong Kong-Shenzhen Stock Connect launches, said Li Chen, equity strategist at Credit Suisse.
