Franklin Templeton fund

The FTIF Franklin K2 Alternative Strategies Fund aims to offer capital appreciation with lower volatility relative to equity markets by allocating its assets across multiple alternative strategies. The product was launched in September last year in the US following Franklin’s 2012 acquisition of K2 Advisors, a hedge fund solutions provider. “In today’s volatile, low interest […]

Life time ban on a securities broker

Yu Chun Chieh worked with QMIS Securities (Asia), previously known as Zavori Securities (Asia), from 11 April 2013 to 3 January 2014, as a licensed representative. In May 2013, Yu persuaded a Taiwan-based investor to deposit money into Yu’s private bank account in Hong Kong so that a stock trading account could be opened.  The […]

UBS introduces wealth management app in Asia

The firm said the app tracks a client’s portfolio, tests it against critical risk factors and sends a notification when the portfolio deviates from the client’s investment strategy. It was developed in response to increasing client preferences for digital solutions in Asia.  “We believe Asian clients are more digital than in other parts of the […]

Baring vs fidelity china fund

Morgan Stanley Investment Management recently warned about a bubble in the onshore market, as the amount of money that inexperienced and first-time investors are borrowing on margin to buy stocks is uncomfortably high. Chinese retail investors are trying to play the valuation gap between China’s A-shares and their identical H-share counterparts listed in Hong Kong. As […]

China equities still reasonable HSBC GAM

A series of monetary easing measures coupled with the launch of the Stock Connect in November last year has led to a sharp surge in mainland equities. The overheating in the market has led to several fund houses warn about a correction. Morgan Stanley Investment Management recently cautioned on a likely bubble in the onshore market. Friday, […]

China gets lowest grade for investor experience

The research firm gave China a “D” because of high fees, particularly for allocation and money market funds. China’s limitations on overseas investing and restrictions on foreign-domiciled funds were also factors, as well as a relative lack of disclosure.  “China was one of a minority of markets where the disclosure of conflicts of interest by advisors […]

China this week – June 2015

AMAC cautions on Shenzhen market The Asset Management Association of China reiterated warnings to asset managers about the ChiNext, a NASDAQ-type board of the Shenzhen Stock Exchange. Valuations of companies on the Shenzhen exchange have soared as investors expect the Shenzhen-Hong Kong stock connect to launch this year. The organisation said asset managers should encourage […]

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