Asian bond funds: picking the right exposure

Asian bond funds: picking the right exposure

Asian bonds represent an underrated investment opportunity. However, choosing the right type of exposure, from corporate to local currency bonds, is often a challenge. Here, we profile three Asian bond funds that offer distinct ways of allocating to the market.
Shanghai_China dominates Asian bond market

Asian bond market: time for a dedicated portfolio allocation?

After nearly two decades of structural reforms, Asian fixed income markets are open, liquid and attractive to foreign investors. With strong fundamentals and reasonable valuations, the case could be made for a dedicated portfolio allocation to Asian bonds.

Australian equities: the future is bright down under

Australian economy has escaped a recession for 28 years. Despite this run coming to an end, The Lucky Country is well positioned for the future. Heavily exposed to value stocks, its share market should benefit from the recent fiscal stimulus.
Ning Meng - Neuberger Berman

Why the time is opportune for China A-Shares

China is recovering rapidly from the Covid 19 pandemic. But there are other factors that support China A shares. Interview with Ning Meng of Neuberger Berman.
Is the time right for Japan equity funds?

Is the time right for Japan equity funds?

After Warren Buffett’s $6.5 billion investment, the bullish case for Japanese equities is getting more attention. A comparison of two Japanese equity funds with experienced teams and stellar track records.
China A-Shares: All investors need to know

China A-Shares: All investors need to know

The Chinese market for A-shares is one of the largest in the world, but it is still easily overlooked by global investors. Wrongly so - we highlight the characteristics of the market and the underlying trends that drive it.
Investment Opportunities in China’s Fund Marketvideo

Investment opportunities in China’s fund market

How did China's fund market develop during Covid-19 and what are the opportunities for foreign investors? We talked to Fitch Ratings' fund analyst Li Huang.
Shanghai Yu Garden pedestrian street, China

Market liberalisation will drive growth for China’s mutual funds

China is now the fifth-largest mutual fund market worldwide, and one of the fastest-growing. An evaluation by Alastair Sewell, Head of Fund and Asset Manager Group for EMEA and APAC, Fitch Ratings.
China property market - Changchun, capital of Jilin Province

China property market: drivers, challenges and opportunities

China’s property market can be an attractive one for long-term investors, but the question is how to get access. In this article we look at smart strategies for overseas investors to get exposure to long-term trends and current opportunities.
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 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.
Asian High Yield - an alternative in a low-yield world?

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.
Asien Pazifik Fonds von 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 (Source: 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.
US-China trade conflict's impact 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.
Yu Zhang, Matthews Asia, about Asia Dividend strategies

“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.