Aviva Investors is cautious on investment grade credit spreads in Asia in the short term, but has a more constructive view on the asset class in the medium term given attractive valuations.
Tag: India
GAM targets Indian equities with outsourced fund
In a bid to take advantage of continued UK investor interest in India, GAM has launched a new equity fund
India to continue to lure foreign fund flows
Even as the US moves to hike interest rates, India should continue to attract a significant share of emerging market capital in 2015, both foreign direct investment and portfolio inflows, according to JP Morgan Asset Management.
India investment 2015
Investors are still waiting for movement on fundamental reforms and stocks are slightly higher than the five-to-ten year average, writes Sunil Asnani, portfolio manager of the Matthews Asia India Fund.
Asia reforms go far beyond cutting red tape
Reform-minded governments in the largest Asian economies are driving a change in mindset, which is going largely unnoticed by the global investment community, said Ajay Dayal, investment director at Legg Mason Global Asset Management.
Amundi overweight on Indian equities
Amundi Asset Management is overweight on Indian equities, but said there could be some disappointments in the short-term due to the sharp run-up in domestic indices.
HSBC Global AM upbeat on Chinese equities
China is the cheapest market in the world in terms of valuations, according to HSBC Global Asset Management, which is generally bullish on Asian equities this year.
MG keen on adding India Indonesia debt
M&G Investments is looking to add selective allocations to local currency debt in countries like India and Indonesia, said Claudia Calich, emerging markets debt fund manager.
Asia ex-Japan funds 2014
Investments in the Indian and Chinese markets helped the top performing Asia ex-Japan equity funds to boost their returns in 2014.
VAM Funds taps China’s clean energy sector
VAM Funds believes China’s clean energy sector is poised for high growth over the next five years, driven by increasing consumption and government initiatives, said Martina Turner, lead portfolio manager.
