Korea Archives - Fund Selector Asia

JPMAM: EMs are too big to ignore

In a falling interest rate environment, investors neglect ignore the attractions of emerging markets at their peril, according to JPMAM strategists.

The wealth manager’s CIO favours AI beneficiaries and backs China and India.

The asset manager also finds opportunities in Southeast Asia.

Manulife sees value in ESG-themed investment grade fixed income.

A strongly performing JOHCM Asia ex-Japan fund has pared back its bets on China and built a hefty exposure to India equities.

NH-Amundi’s newly launched product contributed around 36% of the inflows, according to Morningstar.

Seoul-based Shinhan Bank has been registered with the Hong Kong regulator for the first time.

The fund passport scheme is also expected to include South Korea as a participating member by April.

The stragglers are funds focussed on Asia where the Sino-US trade conflict has taken the greatest toll on asset prices.

The tech sector has posted the best absolute and risk-adjusted returns during the past three years, despite its headline-grabbing volatility.