Select Asian markets are showing encouraging signs, but the likely strengthening of the US dollar is a strong headwind.
Tag: Equities
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.
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?
