Boutique managers announce £1.7bn merger
Two boutique asset managers are joining forces to create a $2.3bn (£1.7bn) active investment house with a focus on Asia and high-conviction strategies.
Asia
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IMF warns of ‘dangerous’ trajectory for Chinese debt
China’s growth outlook is expected to improve between 2017 and 2021, but the country’s rising debt level skews the figures and raises strong concerns, according to the International Monetary Fund.
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HSBC sweetens H1 results with $2bn share buyback
HSBC has reported higher profits over the first half of the year and announced a $2bn share buyback scheme, but investors remain cautious about the bank’s prospects.
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Martin Currie Asia Unconstrained Trust boosts yield
The Martin Currie Asia Unconstrained Trust has boosted its dividend yield to around 4.5%, with shareholders overwhelmingly backing a distribution from capital in a vote this week.
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Forget FANGs, it’s time to stick your teeth into STATs
While the FANG stocks have stolen the limelight over the past decade, Portfolio Adviser looks at the new group of tech stocks in town threatening to steal their crown.
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Are investors in Asia too reliant on China and India?
While China and India are not the only countries in Asia changing their economic make-up, they are without doubt the largest – but is their influence on the rest of the region disproportionately large?
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Fund Manager Profile: Andrew Swan, BlackRock
BlackRock’s Hong Kong-based manager Andrew Swan on putting flexibility and the willingness to take big bets at the heart of his philosophy, and why he is casting financials as the next big value opportunity in Asian equities.
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PA ANALYSIS: How ‘most influential’ Tulloch delivered in volatile Asian markets
Angus Tulloch has been a name synonymous with Asian investing since the emerging region was in chrysalis stage, and so will be greatly missed in his retirement.
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Jupiter’s Pidcock plays down TPP fears
Jupiter Asset Management’s Jason Pidcock has played down the impact of the United States pulling out of the Trans-Pacific Partnership.
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PA ANALYSIS: China must deliver on ‘global powerhouse’ status
With reports of China flexing its ballistic missile might in response to Trump’s “provocative remarks”, let’s hope Chinese New Year is celebrated with the right kind of fireworks.
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F&C Smaller Cos dividend boosted/ups Asia weighting
Shareholders in F&C Global Smaller Companies will enjoy a 37.9% boost to their interim dividend in January after a weak pound saw the value of its overseas investments rise.
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Fiscal policy could drive Asian equities in 2017 – BlackRock’s Swan
A transition from monetary to fiscal policy, progress on reforms in the region and low valuations make Asian equities attractive in 2017, said Andrew Swan, head of Asian equities at Blackrock in Hong Kong.