Eastspring Investments global strategist Robert Rountree is betting aggressively on Asian cyclical stocks due to their cheap valuations and also favours consumer discretionary companies.
Tag: Hong Kong
Managers gamble on Asian casino stocks
Asian equity fund managers are investing heavily in gambling stocks in Macau as a consumer play.
How to run a successful Asia fund from London
Jonathan Pines is proving critics wrong that you can run a successful Asian fund from London.
loim launches new asian consumer fund
Lombard Odier Investment Managers has launched a new fund focused on the Asia consumer, adding to its emerging consumer franchise .

Lombard Odier names Nakamura Asia Pacific CIO
Lombard Odier Investment Managers has appointed Jean-Louis Nakamura chief investment officer for the Asia Pacific region, as it continues to develop its business there.
old mutual global boosts asia distribution team
Old Mutual Global Investors has beefed up its Hong Kong based Asian distribution team and has further plans to further boost the sales team during the year.
Neuberger Berman gets fund in HK Singapore
Neuberger Berman has expanded its fund range in Asia, making 11 funds available to the retail market in Hong Kong and a further three available in Singapore.

BlackRock receives RQFII license
BlackRock Asset Management North Asia, a subsidiary of BlackRock, has received its first renminbi Qualified Foreign Institutional Investor (RQFII) license from the China Securities Regulatory Commission.
HK China mutual stock market access soon
The financial regulators of Hong Kong and China are working on a deal which will allow investors in both countries to participate in each other’s stock markets.
JP Morgan AM adds RMB class to multi income fund
JP Morgan Asset Management has introduced a share class hedged to the renminbi for the JPMorgan Multi Income Fund.