The recent suspension of trading in 1300 A-share stocks could delay their much-awaited inclusion in MSCI’s emerging market index, fund houses said.
Tag: JP Morgan Asset Management
Fund houses warn on volatility from Greece impact
Increasing uncertainty around Greece and the probability of an exit from the Eurozone has raised the alarm at several fund houses about a surge in market volatility.
JP Morgan AM applies for MRF distribution
The asset manager and its joint venture partner, China International Fund Management, are seeking regulatory approval to participate in the Mutual Recognition of Funds initiative.
H-shares to benefit from mutual recognition of funds
The mutual recognition of funds initiative will act as a catalyst in re-rating offshore China equities and Hong Kong’s undervalued H-share market will be the first to benefit from inflows, according to Mansfield Mok, fund manager at EFG Asset Management.
China’s “one belt, one road” to widen investment avenues
The OBOR strategy is likely to boost foreign investment and export growth, leading to more opportunities in industrial A-shares, according to Invesco Asset Management.
Fidelity America Vs Janus US Twenty
However, the first quarter proved to be the weakest since 2012 for the earnings per share of S&P-listed companies. The strong dollar and low oil prices dragged down earnings, according to JP Morgan Asset Management. While the firm expects EPS growth to rebound later this year, it warned that investors should lower their return expectations to […]
HEAD-TO-HEAD: Fidelity European Dynamic Growth VS Invesco Pan European Equity
For months the European equity market has been in the spotlight for many reasons, bad and good. This past week has been overshadowed by final stage negotiations between Greece and its creditors..
The FSA Spy market buzz 15 06 2015
Spy has been out with his magnifying glass pounding the streets and eavesdropping on gossip in cafés, but the summer lull has arrived and the world of Asian asset management is getting a little siesta time. Nonetheless, Spy has unearthed a few juicy tidbits on the jobs merry-go-round. Whilst savouring a fine Laphroaig (10-year-old vintage), Spy heard that Heidi […]
Moderate return expectations from Europe
Following the European Central Bank’s massive quantitative easing programme, which was announced in November last year, European equities have rallied perhaps a bit too much, according to the firm. “Given that valuations are sitting at a 10-year high on a forward price-to-earnings metric, strong earnings growth is increasingly necessary to justify these valuations,” the firm […]
JP Morgan sees an earnings rebound lifting US equities
Investors should, however, lower their return expectations to single-digits for the S&P 500 index, the firm said. The index has recently been hitting all time highs: “We continue to favour US equities, despite slightly higher valuation levels. The base case for the S&P 500 total return in 2015 is in the single-digit range, which […]
