Although he is wary about the fiscal burden taken on by some emerging markets, selective Asia local currency bonds are appealing, according to Gam Investments’ macro strategist
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Although he is wary about the fiscal burden taken on by some emerging markets, selective Asia local currency bonds are appealing, according to Gam Investments’ macro strategist
Asia’s regulators, more than private banks, have been driving ESG-focused investing, though the latter have started to make ‘less formal’ inquiries.
Many Chinese banking, construction and property stocks are trading at deeply discounted prices, according to Gam Investments.
Beleaguered asset manager Gam Investments has added to its investment team in Hong Kong.
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