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.
Mirae has identified four multi-year themes from the striking rise of the aspirational consumer across Asia that will drive growth in emerging markets.
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.
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?
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.
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.
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.
Asia showed the strongest organic growth of fund inflows at 18.6% among the regions analysed by Morningstar in its annual research paper on flows.
Jason Pidcock’s new Jupiter Asian Income Fund launches on Wednesday, following a forced leave of absence engendered by his departure from his former employer, Newton Asset Management.
The new year promises to be tricky for bond investors after the US Fed signaled an end to the era of ultra low rates in December.
Investing in Asia requires the ability to ignore market noise says Robin Parbrook, Schroders’ head of Asian ex Japan Equities.
Fund Selector Asia compares the Allianz Oriental Income fund with the JP Morgan Pacific Securities fund.
Emerging markets currently face a wall of negative sentiment and some very real risks, but according to Josh Crabb, head of Asian equities at Old Mutual Global Investors, there are also some very real opportunities.