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.
Tag: India
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 […]
HEAD-TO-HEAD: BlackRock Asian Dragon vs Investec Asian Equity
Further easing measures are expected as current economic indicators in China have not improved, AXA Investment Managers and Schroder said recently. Separately, Schroder’s recently cautioned on the overheating in China’s market while BlackRock said it would prefer a selective investment approach following the surge in A- and H-shares. In India, managers like Franklin Templeton said they expect Indian markets to rise as […]
Does the US rate hike create an EM buying opportunity?
Current market volatility is due to uncertainty around the start date, Rieder said. He disagrees with conventional opinion that all emerging markets will be under pressure once the US Fed moves to hike rates later this year. Rieder believes a 25 basis point rate rise will come in September and further hikes will be cautious […]
Indian equities are not too hot to hold- Templeton AM
A fall in domestic inflation and an improved current account deficit, along with a new reform-minded government, have been the key factors driving the market. “In spite of the rally, the market is not trading at valuations higher than its long-term average. Excess optimism has not been factored into current prices,” Rajah said in an […]
