China funds can invest without QDII
China’s mutual funds are now permitted to invest in Hong Kong shares using the Shanghai-Hong Kong Stock Connect programme, according to the China Securities Regulatory Commission.
Author: Drew Wilson
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Fidelity gets QFII quota as China lifts limit
China has removed the $1bn investment quota cap for overseas fund management firms and Fidelity Investments is the first to take advantage.
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Dont overlook EM dividends
Roughly 90% of companies represented in the MSCI Emerging Markets Index pay dividends, according to a research note by Capital Group.
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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.
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Asian fixed income is not
The typically-held investor concerns about Asian fixed income diversification, liquidity and credit quality are diminishing, according to Jamie Grant, head of fixed income at First State Investments.
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How Invesco kicks the tires before investing
Equity funds sometimes seem all too similar, but differentiation can be sharpened through investment process and philosophy, said Jalil Rasheed, investment director and head of the Singapore office for Invesco.
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Alpha skills coming under the spotlight
Fund manager performance will be increasingly scrutinised as the investment environment moves into a tougher post-crisis phase, according to separate reports from Mercer and BlackRock.
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Joshua Crabb
Separating what has happened from what could happen is essentially what makes a contrarian investor, explained Joshua Crabb, who last year was lured away from BlackRock to head OMGI’s Asian equities team.
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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.
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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.
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Chinas great rerating
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.
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Manulife hires two
Manulife Asset Management has hired Kathryn Langridge and Philip Ehrmann to run its new global emerging markets equity portfolio management team.