Funds sold in China through the Mutual Recognition of Funds (MRF) scheme had a record month of outflows in June and in total lost half of assets since January, according to the State Administration of Foreign Exchange (SAFE).
Tag: JP Morgan Asset Management
HEAD-TO-HEAD: JP Morgan vs Matthews Asia
FSA compares the JP Morgan Pacific Securities Fund and the Matthews Asia Asia Dividend Fund.
Wisdomtree expands access to onshore China
New York-based ETF provider Wisdomtree and JP Morgan Asset Management are among the latest recipients of China’s inbound quota schemes, according to latest records from the country’s State Administration (SAFE).
How JP Morgan AM sizes up equity valuations
A stock with a high price-to-earnings ratio doesn’t necessarily trigger a sell signal, argues Joanna Kwok, managing director and a portfolio manager within JP Morgan Asset Management’s Asia-Pacific regional team.
In case you missed it (29 June 2018)
JP Morgan AM expands Asia beta strategies team; Barings hires for Asia alternatives; E Fund and SSGA co-develop China-focused environmental strategy; Natixis IM expands private debt capabilities; global hedge fund industry sees net inflows; and more…
JPMAM: Keep an open mind to recessionary slide
Though the firm does not expect a US recession over the next 12-18 months, Hui Tai, managing director and Asia chief investment strategist, recommends tweaking client portfolios now to adopt a more defensive position.
HEAD-TO-HEAD: JP Morgan vs Standard Life Investments
FSA compares the JP Morgan Global Macro Opportunities Fund and the Standard Life Investments Global Absolute Return Strategies Fund.
The FSA Spy market buzz – 15 June 2018
Hiring at Kasikorn; Fund selector cynicism; Kim and Air China; Saudi Arabian investments; Battery funds; World cup fever; Cryptocurrency amusement; advertising from AB and Bosera; and much more…
Shortage of A-share analysts dawns on UK firms
The inclusion of 230-odd China A-shares was a hugely symbolic moment for UK and European investors but the region’s fund industry has failed to get ahead of the curve, with most firms lacking dedicated teams of analysts or products to invest in.
Samsung’s bulk limits index-beating funds
Due to the dominance of Korean stock indices by one company, Samsung Electronics, outperforming them is difficult when Samsung does well. Some managers did well despite it.
