Anybody who says that China doesn’t have a credit problem is lying because when that much credit is pumped into the system there is no way that every single loan is a sound investment, according to Schroders’ head of Asian equities Singapore, Lee King Fuei.
Tag: Schroders
Schroders joins voices warning on China’s currency
The firm said it is “increasingly clear” it is likely the RMB will fall, bad debts will rise and A-shares markets will drop.
Schroders names HK distribution head
Ex-Aussie superfund CEO Chris Durack has assumed the newly-created role of head of distribution in Hong Kong.
Checking in on the multi-asset promise
Multi-asset funds pledge to mitigate volatility. How have they fared this year as global markets tanked?
HEAD-TO-HEAD: Macquarie vs Schroders
Fund Selector Asia compares the Macquarie Asia New Stars Fund with the Schroder ISF Asian Smaller Companies Fund.
Morningstar Asia fund reviews and re-ratings – December
Some upgrades for JP Morgan and Schroders; some downgrades for First State and Templeton; in total 15 funds in Asia get rated.
Morningstar fund reviews and re-ratings – October
Management reshufflings have impacted analyst ratings of BlackRock and Henderson products and a Schroders fund gets an upgrade, according to the research firm’s monthly review of funds available in Asia.
Paulson: Alpha through M&A arbitrage
Having a toolkit broader than pure arbitrage and pure spread deals can add alpha throughout the cycle for merger arbitrage funds, said Lawrence Jones, managing director and head of Paulson Asia, an affiliate of Schroders.
Six alternative views: Lawrence Jones, Paulson Asia (Schroders), M&A investing
The fifth alternative view is from Lawrence Jones, managing director and head of Paulson Asia, a Schroders-affiliated company. Jones presented at FSA’s Alternatives Forum in Hong Kong on “Adding alpha through merger arbitrage”. In the video above he answers three questions about investing in mergers & acquisitions.
The FSA Spy market buzz 14 08 2015
Alex Kwan has resurfaced; Mirae expands their comms team; Damien Mooney is inside an ATM machine; change at Hansard; Allianz roams the city-state; Schroders comes clean on Grace Ho and much more.
