A downgrade for a Franklin fund, coverage initiated on HSBC, Invesco and JP Morgan products and neutral ratings for funds from Schroders and Fidelity.
Tag: Morningstar
China’s onshore mutual funds lack managers
Each onshore mutual fund manager needs to take care of 3.12 funds on average, according to a Morningstar report.
Offshore funds grow AUM as Thailand opens
Relaxed regulations for Thai investors promise more access to global funds, but take-up could be slow because they compete with locally-wrapped funds, said Morningstar’s senior research analyst in Thailand, Kittikun Tanaratpattanakit.
The FSA Spy market buzz – 23 September 2016
Lombard Odier rebrands, Blackrock soars, China funds performing, Fidelity goes ETF mad and ETFs just go mad, Columbia Threadneedle looks at helicopters, Thailand sizzles and more.
Morningstar Asia fund reviews and re-ratings – August
Mainly due to management team issues, products from Aberdeen and Parvest get downgraded and a Fidelity fund is placed under review.
Morningstar Asia fund reviews and re-ratings — July
An upgrade for a Meridian fund and some new ratings as coverage is initiated on products from Fidelity, HSBC and Blackrock.
The FSA Spy market buzz – 29 July 2016
Rumours at First State; Pimco and AGI hires; CSAM gets fixed; GIC gets real; Schroders at a record; AIA winning in China; Morningstar questions; OCBC woes, and much more.
Morningstar Asia fund reviews and re-ratings – June
A Blackrock fund gets an upgrade and new ratings for JPMorgan and Jupiter products.
Bogle warns Asian investors on smart beta hype
Smart beta has failed to beat traditional index funds over the long term, said John “Jack” Bogle, founder of Vanguard Group, in a live videolink at Morningstar’s event in Hong Kong last week.
Morningstar Asia fund reviews and re-ratings – May
Downgrade for HSBC; upgrades for Fidelity; coverage initiated on funds from JPMorgan and Schroders.
