The macro drivers for EM equities are largely unaffected and the firm maintains its overweight.
Tag: Equities
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.
Fund selectors warm to Asian equities
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.
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.
