Indian and Indonesian bonds are expected to react to policy moves rather than US interest rates, according to First State Investments.
Category: Industry views
Pictet AM favors Japanese equities
Pictet Asset Management is upbeat on Japanese equities and sees compelling investment opportunities arising out of improved corporate earnings growth.
Wing Lung zeroes in on crossborder clients
Private wealth in China is soaring, and few banks are well-positioned to attract clients who want offshore wealth management, said Joseph Tam, executive VP and head of private banking and wealth management at Hong Kong-based Wing Lung Bank.
HSBC Global AM upbeat on Chinese equities
China is the cheapest market in the world in terms of valuations, according to HSBC Global Asset Management, which is generally bullish on Asian equities this year.
China’s great re-rating
Reforms in China will deepen in 2015, spurring a re-rating of the market and creating prime opportunities to invest in emerging industry leaders, said Mansfield Mok, senior fund manager, China equity, at EFG Asset Management.
OMGI 2015 outlook
China has some juicy catalysts that could drive the mainland markets, which currently have companies with cheap valuations, according to Old Mutual Global Investors.
Kaan Nazli EM comment
With energy prices sharply weaker and non-agricultural commodities generally under challenge, Kaan Nazli, Neuberger Berman’s senior economist for emerging markets debt, examines the outlook for the developing marketplace.
Capital Group ACI
In a sponsored viewpoint, Capital Group investment specialist Andy Budden says to consider emerging market multi-asset strategies for more opportunities and greater diversification.
Sunil Asnani of Matthews Asia on opportunities in the Indian market
India’s widely-anticipated structural reforms are taking the headlines, but investment opportunities are not limited to reform-linked themes, said Sunil Asnani, portfolio manager at Matthews Asia.
BlackRock bullish on India
India’s “three arrows” are GDP growth, reform and public markets, and despite risks, equities and fixed income look increasingly attractive, according to a trio of BlackRock strategists.
