China’s small caps are telling a completely different story than larger companies, but they are under-analysed and face-to-face due diligence is required, said Tiffany Hsiao, lead manager of Matthews Asia China Small Companies Fund.
Tag: Small Caps
Will the passive run in EM equities continue?
Are emerging market small caps a better bet than the large cap counterparts that passive products focus on? Will Ballard, head of emerging market and Asia Pacific equities at Aviva, explains why he believes they are.
Video: Aberdeen Standard Investments on small caps
What is a better indication that small caps have conditions for growth than Fed watching? Ross McSkimming, investment director of equities at Aberdeen Standard Investments, answers that and other small cap questions.
Video: Aberdeen Standard Investments on European small caps
Dale MacLennan, investment director for equities, says in the small cap world, higher risk does not equal higher return.
Video: Franklin Templeton on EM investing
Transparency is an immense challenge when looking at EM small caps, explains Alistair MacDonald, vice president and institutional portfolio manager of Templeton Emerging Markets Group.
HEAD-TO-HEAD: Nordea vs Templeton
FSA compares two emerging markets small-cap funds: the Nordea 1 Emerging Markets Small Cap Fund and the Templeton Emerging Markets Smaller Companies Fund.
Video: Franklin Templeton on EM small caps
Tek Khoan Ong, senior executive vice president, managing director and director of research, answers three questions about emerging market equities.
HSBC hard-closes APAC small cap fund
HSBC GIF Asia ex Japan Equity Smaller Companies Fund will be closed to new subscriptions from 10 May, according to a statement from the fund sponsor.
Catching small caps that fly under the radar
Finding stocks that fly under the radar of analysts is key to small cap investing, according to Ross McSkimming, investment director for equities at Standard Life Investments.
Have small caps reached a turning point?
Valuations are not cheap and earnings growth has been strong for years, but Patrick Kuhner, pan Asia client portfolio manager at Rosenberg Equities Asia believes the trend is still healthy.
