Far East
Eastspring Investments sees Asian equities attracting European investors
Eastspring Investments, the Asia asset management arm of Prudential plc, has announced that assets under management on its Luxembourg Sicav platform rose 4% in Q1 2014 to reach $19.3bn, as attractive Asia stock and bond valuations appealed to UK and European...
GSAM's Kosuge: Abenomics will deliver but challenges still present
Ichiro Kosuge, GSAM's head of equity Japan analyses the outlook for the Japanese market in light of Abenomics and reforms under way.
Opportunities for active stock-pickers, says SNAM
Sompo Japan Nipponkoa Asset Management (SNAM), a partner firm on UBP, assesses opportunities in Japan.
BOJ's cure for the summertime blues - Nikko AM
The Bank of Japan will likely be forced to amplify its monetary easing programme in July or August in response to dimming prospects for GDP growth in the country, according to Nikko Asset Management’s latest Evolving Markets research report.
Indian election result will provide stability, says ACPI's O'Hanlon
Steven O'Hanlon, head of Fixed Income at ACPI Investment Managers comments on what the Indian election result means for investors as BJP win's a landslide victory.
Institutional investors shift towards ILS - Clear Path Analysis
Senior industry figures are expecting more institutional investors to allocate to the ILS asset class following recent broker predictions that the catastrophe reinsurance capacity is expected to double and reach $100 billion in the next few years, the...
Vietnam to drive Asean recovery in 2014, says Barings' SooHai Lim
SooHai Lim, investment manager of the Baring ASEAN Frontiers Fund, is set to drive wider recovery in Asean this year, aided by strong exports coming off multinational direct investment in areas such as electronics manufacturing in the country.
Wöhrmann of Deutsche AWM comments on impact of People's Bank on Chinese currency
Asoka Wöhrmann, co-CIO at Deutsche Asset & Wealth Management, has commented on the impact of recent People's Bank of China policy on the ongoing appreciation of the renminbi.
Asian debt poised to deliver attractive returns, says ING
Asian Debt is poised to deliver attractive returns, particularly on a risk-adjusted basis, when compared with bonds in other parts of the world, ING Investment Management International (ING IM) believes.
Matthews Asia sees misconceptions on Chinese growth
Matthews Asia says in its latest White Paper that it sees lingering misconceptions around Chinese growth, debt levels and ongoing economic reforms.
Consumption patterns leading to quality plays in Asia, says Joohee An at Mirae Asset GI
Mirae Asset Global Investments’ Joohee An explains the opportunities seen in Asian consumer behaviour.
Calastone sees opportunity for European managers in Asian automation
Sebastien Chaker, MD of Calastone Asia, says latest developments in the the region affecting fund order routing automation point to growing opportunities for European managers, including SME sized boutiques.
Russia, China most attractive in 2014, says East Capital's Svedberg
East Capital’s chief economist Marcus Svedberg has picked out Russia and China as among the most attractive markets next year, as he sees continued divergence in performance levels.
Chinas serious about reforms, says Matthews Asia's Robert Horrocks
Robert Horrocks, CIO of Matthews Asia, says the outcome of the Third Plenum suggests China's government is serious about reform.
RBC WM's Philip Harris spies opportunities in Asia-Pacific wealth growth
Growing wealth in the Asia-Pacific region is creating significant opportunities for wealth managers, says Philip Harris, head of Private Clients at RBC Wealth Management.
Barings discusses ASEAN
SooHai Lim, investment manager of the Baring ASEAN Frontiers Fund, has given his outlook on the region.
China smaller companies offer greater growth potential, says Matthews Asia's Henry Zhang
The opportunities in China's SME sector are seen as better then larger sized former state owned enterprises (SOEs), according to Matthews Asia's Henry Zhang.
Victoire Brasil Investimentos teams up with manager Wen for Asian joint venture
Victoire Brasil Investimentos (VBI) is establishing a specialist fund management company in Hong Kong with emerging markets specialist Aquico Wen.
China gets serious on reform, says Pictet's Lan Wang Simond
Lan Wang Simond, head and senior investment manager on the Pictet Total Return Mandarin, a long/short equity fund investing in Greater China, says that volatility is to be expected as China adjusts the structure of its economy.
Asia's interdependency a highlight of recent trip to region, explains Psigma's Thomas Becket
Thomas Becket, CIO of Psigma, says Asia is balanced between the genuine long term recovery potential in Japan and the short term concerns over the strength of growth in China, but that either way these two key economies are increasingly interdependent....
Asia outlook dampened at macro level, says Aberdeen's Hugh Young
Hugh Young, managing director of Aberdeen Asset Management Asia and group head of Equities at Aberdeen Asset Management, has said that companies in Asia are increasingly working in the context of broader economic slowdown.
