A Letter From… Fund Selector Asia: Chinese equities still floundering
Fund Selector Asia’s Rupert Walker reports on-the-ground views from Hong Kong
Hong Kong
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UBS and Credit Suisse: Global wealth set to reach $629trn by 2027
Global wealth predicted to rise by 38% over four years
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Coronavirus weekly round-up: Dominic Cummings sparks controversy as Europe creates €750bn recovery package
Five investors mull the events shaping portfolios over the past week
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AXA IM launches absolute return service
AXA Investment Managers (AXA IM) has re-hired Pierre-Emmanuel Juillard to spearhead the firm’s new liquid absolute return strategies service.
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PA OPINION: London vs Hong Kong – out of the frying pan…?
Even by the very nature of its name, HSBC has always been the most Asian-facing of the multinational super banks, so why does it want to extend its stay in London?
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HKEX to push ahead with ‘bond connect’ sceme
Hong Kong Exchanges and Clearing (HKEX) has outlined plans to push ahead with the introduction of a ‘Bond Connect’ scheme to give foreign investors wider access to the Chinese debt market, similar to the way the Stock Connect program bolsters trading between Hong Kong and Shanghai.
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OMGI continues Asian equities push with investment director appointment
Old Mutual Global Investors has added to its Asian equities roster with the recruitment of an investment director.
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Growing HNWI interest leads Old Mutual Int’l sales to triple
Old Mutual International (OMI) saw net sales triple in the first half of 2015, while its volume of business from high net worth customers grew across all regions.
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First State broadens Asian offering with fund trio
First State is to launch a trio of Asia funds as it seeks to establish the reputation of its new Stewart Asia team.
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China’s MSCI inclusion to drive Hong Kong market
China’s inclusion in the MSCI emerging market indices is a matter of when, not if, and the resulting capital inflows will have substantial impact on Hong Kong’s market, said Helen Zhu, Blackrock’s head of China equities.
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Chinese consumer provides Asian investor in-road
China’s GDP growth may be slowing, says Barings’ Hyung Jin Lee, but consumption-orientated in-roads are wide open for investors.
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Being selective with Chinese shares
Wasatch Partner’s Roger Edgley, manager of the St James’s Place Emerging Markets Equity Fund, picks apart the reasons behind the Shanghai Stock Connect index’s rapid rise.