Expect a spike in volatility when the Hong Kong-Shenzhen Stock Connect launches, said Li Chen, equity strategist at Credit Suisse.
Tag: Equities
Deutsche AM cuts EU equities to neutral
If the UK votes to leave the European Union, the strongest impact would be on equities, said Sean Taylor, CIO for Asia Pacific.
HEAD-TO-HEAD: JPMorgan Vs PineBridge
Fund Selector Asia compares the JPMorgan Japan (Yen) with PineBridge Japan New Horizon Equity.
Asia leads EM outflows
The $1.12bn of net outflows from emerging market equity funds in December brought total redemptions from the asset class in 2015 to $40.7bn. Though emerging markets everywhere suffered heavily from the commodity price slump, Asia suffered the biggest blows last year.
Allianz: Not yet the time for emerging markets
Though the sell-off in emerging markets has made valuations more attractive, Neil Dwane, global strategist at Allianz Global Investors, cautions investors to stay on the sidelines.
Is a Japan overweight a sound move?
Japanese equities are preferred by many investors, but is this tilt driven by yield expectations or because other markets are unappealing?
HSBC PB sees squally markets ahead
Low bond yields and the irrelevance of the BRIC acronym are among the themes expected to shape investment in 2016.
UBS WM bullish on Europe, China
A strong overweight on equities in Europe and a surprising move on emerging markets are among UBS’s allocation calls for 2016, according to Patrick Grossholz, Asia-Pacific head of investment management.
Eurozone equities are the place to be, says Rothschild
Sentiment in Europe remains strong despite headwinds, but the firm explains why it prefers equities over bonds.
Contrarian moves on EM exposure
Claire Shaw explains why she recently increased weighting to European companies with heavy exposure to out-of-favour emerging markets.
