Only three times in the past 150 years has there been a collapse of commodity prices of the current magnitude, and it should be largely positive for Asia, said Samir Mehta, senior fund manager at JO Hambro.
Tag: Oil
Is the shine on commodities returning?
The world is awash in crude and holds a surplus of metals, but a subtle shift may be starting to take shape among industry players.
Energy-indexed funds at risk from oil collapse
Energy-indexed funds could come under fresh pressure as fund houses are predicting that oil prices have more room to head south before bottoming out.
Emerging markets rebalancing
Falling oil prices and the adoption of reform agendas means Asia could soon account for three-quarters of the MSCII Emerging Markets Index, said Catherine Yeung, investment director for Asia ex-Japan equities at Fidelity Investments.
Low oil little benefit to China
Falling oil prices will not have a significant impact on China, according to Andy Rothman, investment strategist at Matthews Asia.
Oil may have a long slow burn before recovery
Analysts seem to be coming to a consensus that the price of oil will follow something like a backward checkmark trajectory, which calls for a very selective investment focus.
Baring keeps energy exposure
Oil prices have not found a floor, but Baring Asset Management believes the market reaction to the collapse is “disproportionate” to realities in the energy sector and will maintain its exposure.
Pictet beefs up on energy stocks
The energy sector presents a buying opportunity as geopolitical risks remain high while energy stock valuations are relatively low, according to Pictet Asset Management.
