Although markets believe a soft landing is now in sight, what does that mean for the ‘last mile’ for inflation conquest?
Tag: Monetary Policy
Why EM central banks could diverge from Fed
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Chris Kushlis at T Rowe Price, discusses the impact of monetary policy in emerging markets.
BlackRock says 10-year Treasuries could go higher
The BlackRock Investment Institute said long-term US Treasuries don’t look attractive yet.
HSBC GAM: Currency rise may lift China bonds
China will see a stronger renminbi and a looser money supply in 2018, as the authorities’ agenda aimed at curbing domestic leverage evolves, argues Gregory Suen, investment director for Asian fixed income at HSBC Global Asset Management.
ECB gets tough
Fund managers weigh in after ECB president Mario Draghi jolted markets with his bold monetary policy moves.
FSA Investment Forum Singapore: Rate hikes and bonds
In a video interview, Jiek Sohn, investment director at M&G Investments, talks about the impact of the coming US rate hike on European bonds.
Positive sentiment on Chinese banks ignores govt stranglehold
When the People’s Bank of China imposed a 1% reduction on the required reserve ratio – the amount of cash reserves a bank must hold – on 20 April, bringing the rate down to 18.5%, it triggered a wave of positive sentiment. However, Rothman, investment strategist at Matthews Asia, believes that the hopes of increased […]
Fixed income supply can’t meet epic demand, says BlackRock
Rieder, who was on visit to Hong Kong and China last week, said ten years ago there was a $4-$5trn net supply of fixed income each year. This year, the net supply will be $700bn, 15% of what was available a decade ago. “At the same time there is a huge aging population that needs […]
Is a major correction coming in the China market?
Schroders became the second firm in a week to warn on China’s overheating market after BlackRock said it would be selective and continuously flexible in terms of sector picking and choosing between A-and H-share stocks. Emerging-market assets could be impacted when the US Federal Reserve hikes interest rates, according to a recent research note from […]
Nikko AM positive on Asian government bonds
In March, the Reserve Bank of India (RBI), the Bank of Thailand (BoT) and the Bank of Korea (BoK) cut their respective key interest rates by 25 basis points each to support economic growth. “We believe that central banks in India, Thailand and Korea will continue to lean towards looser monetary policies, which should provide […]
