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.
Tag: India
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.
The best and worst sectors
Two BRIC countries drove the region’s best and worst performance across all equity sectors in 2014, and one country was the focus of the year’s best-performing fund.
Asian fixed income to do well in 2015 BlackRock
While the US Federal Reserve looks poised to raise interest rates in 2015, Asian fixed income market will do well as countries like India and Indonesia are expected to benefit from lower commodity prices through lower inflation and lower subsidy bills, said Joel Kim, head of Asia-Pacific fixed income at BlackRock.
Real reforms rolling out in EM
Serious reforms in key emerging markets are ramping up and going largely unnoticed, according to Mike Sell, head of Asian investments at Alquity Investment Management.
BlackRock sees sweeping changes
Emerging markets will have sharply different characteristics in the next ten years than they had in the last, and investment strategies will be reshaped in the context of “divergence”, according to Jeff Shen, BlackRock’s head of emerging markets.
