South Korea Equity - active or passive

South Korea Equity Funds – Active or Passive?

We not only evaluate two of the most prominent strategies on the market, but also compare an active strategy (JP Morgan Korea Equity) and a passive one (iShares MSCI Korea ETF).

Japan Small Caps – Small Names, Big Opportunity?

Japan small cap funds give investors exposure to under-appreciated companies operating in one of the world’s most competitive economies. We compared two of the largest active funds.
The Asian small cap universe is a place to find hidden gems.

Thinking Small – Three of the Best Asian Small Cap Funds...

The Asian small cap universe is a place to find hidden gems. Because Asian small companies are relatively under-researched. That opens up opportunities for active local managers to find hidden success stories.

Asia High Yield – an alternative in a low-yield world?

High yield is one part of Asia’s corporate bond market. We analyze two leading actively-managed Asian high yield funds and their value propositions for investors: Fidelity Asian High Yield and UBS BS Asian High Yield.

China equity funds – comparing three of the best strategies

China equity funds offer investors the chance to invest in leading companies at the forefront of China’s growth story. We compared UBS (Lux) EF Greater China, Pictet Greater China, and Invesco Greater China.
Baki Irmak about the fight FAANG against BAT.

FAANG vs. BAT: the battle of the technology giants

Chinese technology giants Baidu, Alibaba and Tencent (BAT) are benefiting above all from their home market. An interview with Baki Irmak, fund manager of The Digital Leaders Fund, about their impact worldwide.
Invest in India with India ETF

India Equity ETF Comparison: iShares, WisdomTree, Xtrackers

India equity ETFs offer an opportunity to invest in the fast-growing economy. In this article we compare three India ETFs: iShares MSCI India ETF, WisdomTree India Quality ETF and X MSCI India Swap ETF.
Sony Headquarter in Tokyo: Sony shares in check

Three questions for the Japan Equity Team of Nikko Asset Management

Sony is the third largest Japanese electronics company after Hitachi and Panasonic. The Japan Equity Team of Nikko AM explain what speaks for the company.
China QFII quota drop - what does it mean for investors

China QFII quota drop: “No significant immediate impact”

China is further opening up the financial market. But what does the China QFII quota drop mean for foreign investors? Jing Ning, Fidelity International, in interview.

Japan Stock Market then and now: Similar but not identical

The Japanese equity market is often overlooked. But there are several reasons why it should be considered. An interview with Ernst Glanzmann, GAM.
Asia Pacific Funds of HSBC

HSBC Asia Pacific Fund: more stable growth with dividends

Investing in Asia with a dividend strategy. For HSBC's Asia Pacific Fund, an international team successfully searches for undervalued equities.
China debt guest commentary by Paul Smillie, Senior Investment Analyst at Columbia Threadneedle Investments

“Time is running out to solve China’s debt bubble”

Investors should not underestimate China's debt problem, says Paul Smillie, Senior Investment Analyst at Columbia Threadneedle Investments.
Investor watchs electric board in a stock market. China fund. Chinese equities.

China Fund comparison: GS China Opportunity Equity Portfolio and JPM China...

Equity funds that invest in Chinese companies offer investors exposure to a large and rapidly growing economy. In this article we compare two prominent funds: the Goldman Sachs China Opportunity Equity Portfolio and the JPM China Fund.
Hugh Young, Aberdeen Standard Investments, about Asian economies growth

Asian economies on the rise – growth that investors should not...

Asian economies are the engine of the global economy. In our guest commentary Hugh Young from Aberdeen Standard Investments explains why investors should look to Asia for growth.
China Belt and Road: Pan-Asian Railway project moves forward

China Belt and Road Initiative: Pan-Asia Railway gains momentum

As part of the Belt and Road Initiative, China is investing billions in the Pan-Asia Railway Network, connecting the country with Southeast Asia. A key part of the project in Malaysia is now resuming construction.
Impact of US-China trade conflict on tech stocks

What does the trade conflict mean for tech stocks?

With increasing tensions over trade between the US and China, the market has slipped back into ‘risk off’ mode. A guest commentary by Hyun Ho Sohn, technology fund manager at Fidelity International.
Bill Maldonado, HSBC, about Chinese economy

“Trade conflict not slowing down Chinese economy”

Looking at the chinese economy, pessimism prevailed most recently. We spoke with Bill Maldonado, head investment strategist at HSBC Global Asset Management, who says that the trade conflict with the U.S. is not contributing to China's economy slow-down.
Asia Dividend strategies_Yu-Zhang_Matthews_Asia

“Dividend strategies, an underrecognized component of investing in Asia”

Dividend strategies can help investors take advantage of Asia's long-term growth potential. Yu Zhang, Portfolio Manager at Matthews Asia, talks about the potential and outlook of the Asian market.
China_bond_market_Eastspring_Commentary

The rise of China’s bond market

China bonds will become an important component of global bond portfolios. A guest commentary by Eastspring Investments on why investors can no longer ignore the higher yields and lower correlations offered by the world’s third largest bond market.
Chinese_Equities_Investec_interview

“Chinese equities remain volatile and cheap”

Chinese equities showed high gains since the beginning of this year. However, it will be difficult to repeat the good figures of the first quarter of 2018. We spoke to Greg Kuhnert, Portfolio Manager at Investec Asset Management about the outlook.
China-A-Shares and chinese consumption

China A shares and the rise of the Chinese consumer

China A shares plunged massively in 2018. Don Amstad of Aberdeen Standard Investments on Chinese consumers and financial quality.
Asia Equity Funds: Stewart Asia Pacific Leaders one of the best

Scots manage one of the best Asia equity funds

Among the Asia equity funds, Stewart Asia Pacific Leaders is one of the best. With this fund, investors are betting on economic growth in one of the most dynamic regions in the world.
China bond defaults: What is next?

China bond defaults: What is next after the sharp rise in...

China bond defaults tripled in 2018. With expectation that the economy will slow further – will the number of defaults increase further this year? AsiaFundManagers.com spoke to Joep Huntjens from NN Investment Partners.
China Shares / MSCI: Weighting rises dramatically

China Shares / MSCI: Weighting rises dramatically

China stocks are under-represented in the MSCI Emerging Markets Index. This is now changing. The share of Chinese stocks is quadrupling. This is likely to entail billions in investments.
Invest in Japan - Japan economy

Three ways to invest in large-caps in Japan with ETFs

While ETFs offer investors a cost-effective vehicle to invest in Japanese equities, the choice of index can have a significant impact on performance. This article compares three options available to investors.

Aberdeen Co-Chief Executive Martin Gilbert: “China – a long-term growth story”

With news about trade war, sentiment in China is negative. But we should remeber that China is a long-term growth story, says Martin Gilbert, Co-Chief Executive Aberdeen Standard Investments.

Has the China collapse finally arrived?

China has been on the verge of a hard landing for many years, according to some analysts. Will they finally be right in 2019? Andy Rothman, Investment Strategist at Matthews Asia, sees the hard landing still not on the horizon.

Buy and hold with an Asian income fund

Dividend strategies offer protection in volatile market phases. Due to the trade conflict between China and the USA, volatility is back in the market. For Asian investors, a look at income funds therefore makes sense. We talked to Christopher W. Floyd, QS Investors.

China Bonds: About Dim Sum and Pandas

Investing in China Bonds has so far only been possible to a limited extent for Western investors. Now the true Chinese bond market is opening up.

Templeton Asian Growth: How attractive is the heavyweight?

Over the next few years, many emerging Asian countries can be expected to catch up further economically. Templeton Asian Growth is designed to take advantage of future Asian economic growth.