Nikko Asset Management Asia has an overweight view on China and the firm used the recent market correction to increase exposure to Chinese companies listed in Hong Kong, said Peter Sartori, head of equity.
Tag: India
UTI International rolls out India fund
The Ireland-domiciled vehicle is aimed at institutional investors who wish to access India’s equity market.
BlackRock prefers India, China bonds
Asian bond markets are less vulnerable to the US interest rate rise and India and China are the two preferred countries for bond investments, said Joel Kim, head of Asia-Pacific fixed income at BlackRock.
HEAD-TO-HEAD: HSBC Vs PineBridge small-cap funds
Given the rise in market volatility, Fund Selector Asia compares two top-performing small-cap products: the HSBC Asia ex-Japan Equity Smaller Companies Fund and the PineBridge Asia ex-Japan Small Cap Equity Fund.
HEAD-TO-HEAD: Aberdeen vs First State
Fund Selector Asia compares two well-known products that invest in the region: the Aberdeen Global Asia-Pacific Equity Fund and the First State Asia-Pacific Select Fund.
A-shares correction an entry point, says Deutsche AWM
A short-term correction in the Chinese equity market is an entry point because onshore shares still look attractive compared to global equities, said Sean Taylor, regional investment head for Asia-Pacific and head of emerging markets.
UCITS funds are diminshing in Asia
“It is also pointless for UCITS managers to get excited about the imminent mutual recognition of funds (MRF) scheme between China and Hong Kong, as funds sold under this scheme have to be locally domiciled,” added Rachel Poh, senior analyst. The report is an about-face for Cerulli, which in the past said that the threat to […]
Aviva reweights HY bonds from India to China
Asian high yield bonds are undergoing a turnaround phase this quarter as the prospects of Chinese issuers improve following monetary easing measures, according to Tim Jagger, senior vice president and portfolio manager for Asian fixed income at Aviva Investors.
Manulife adjusts Korea, India holdings
“We trimmed exposure to India and Korea as we were concerned after the run-up [in markets]. We had different instances when target prices on stocks were reached,” said Csellak in an interview with Fund Selector Asia. Volatile Korea Korea with a 20.7% weighting and India (17%) were still the top country allocations of the Manulife Asian […]
Asia’s unexamined small caps are a sea of opportunity
“The number of small-cap companies are increasing. Some local brokerages are bringing in new initial public offers in Korea. New companies are definitely coming up in Hong Kong and China, and India has so many small-caps,” Csellak told Fund Selector Asia. That creates potentially more undiscovered gems for small cap investors willing to do the […]
