European investors are looking to add Asia equity exposure while Asian investors want to diversify DM allocations, says Xavier Baraton.

European investors are looking to add Asia equity exposure while Asian investors want to diversify DM allocations, says Xavier Baraton.
The asset manager finds opportunities in high quality US growth companies, dividend-payers and EM Asia.
UBS has formed a collaboration with 360 ONE WAM on wealth management in India and international markets.
India’s equity market sell off is a “godsend” opportunity for GARP investors, according to Allianz GI’s India equity head Anand Gupta.
Portfolio manager Nitin Bajaj identifies opportunities in smaller companies in China and Indonesia, based on attractive valuations, structural growth drivers and market dislocation.
The ‘contrarian’ strategy will seek out ‘overlooked opportunities’ in India’s famously growthy market.
Eastspring conceded that recent earnings trends were concerning, but are positive about the world’s most populous country.
The high growth momentum will have a positive impact on corporate profits in the region.
The bank has also expanded its operations in GIFT City with new premises.
Private banks and unloved Hong Kong stocks are among the asset managers picks.
Part of the Mark Allen Group.