Managers await the reality of Trump’s Asian threat
Asian markets have recouped all their knee-jerk losses as the dust settles follow Donald Trump’s US presidential election win.
Asia
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Asia bear still growling
Even though a growing group of asset management firms are warming to emerging markets, Gary Reynolds, CIO at UK-based wealth and asset management firm Courtiers, remains bearish on the region and believes the US is the most attractive opportunity.
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Henderson sees strong divdend growth in Korea
South Korea is one of the most attractive regions in Asia in terms of dividend growth potential, said Henderson Asian Dividend Income Fund co-manager Sat Duhra.
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PA Congress Insight: Pidcock’s Asian equities investment formula
We have heard a lot about the dividend culture improving in Asia thereby making it more attractive as an income source. But is it really? And if it is, how sustainable is it? Jupiter’s Jason Pidcock gives his thoughts.
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Global ETF assets growth not dragged down by regulation
Global ETF AUM is expected to climb to $7 trillion by 2021 facilitated by steady growth in the North American, European and Asian markets, a new PwC survey shows.
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Three views on the next big worry
At the FSA Growth Forum in Hong Kong, Capital Group, Investec and M&G weighed in on what a Donald Trump presidency would mean to the markets.
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Four themes to support Asian growth
Mirae has identified four multi-year themes from the striking rise of the aspirational consumer across Asia that will drive growth in emerging markets.
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Baring ups Asian EM exposure
Baring Asset Management’s multi asset group has increased its exposure to emerging Asian markets for the first time in years and upgraded the asset class from a neutral to preferred.
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PA Expert Insight: Is Asia now a proxy for emerging market investing?
The commodity driver for much of the past decade’s emerging market growth continues to stall. Does this mean the door is opening quicker for those emerging markets that are commodity importers? And is the emerging market story, therefore, all about Asia?
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Easing currency risks support Asian equities
A weaker dollar and a low chance of an RMB devaluation support Asian currency stability, which has a strong equity market impact, said Falcon Private Bank’s CIO David Pinkerton.
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PA ANALYSIS: The fundamental approach is the route to Asian success
Asian equities have had a rough three or four years but with long-term, top-down influences unlikely to change it is time to look for equally long-term, bottom-up fund solutions.
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“Follow the footprints of Chinese tourists” – Macquarie
Tourism is going to be one of the most compelling consumer stories to come out of China during the coming decade, according to Macquarie Investment Management.