AsianInvestor's November 2012 edition now online
Contents
04 This Month
On the move
Amundi names HK CEO; First State loses Asia debt head; Coutts appoints new regional chief
08 Regulatory Roundup
US CFTC swap rules relief; new China state institution heads expected
10 Data Centre
There look to be plenty more mandates to come from institutions in Asia Pacific
Asset Owners
12 Powering Asia’s portfolios
Asia’s state institutions are exploring new ways to invest in energy and natural resources
16 Q&A with Arnaud Mounier, CIO of Axa Asia
18 Asian SWFs eye regional hedge funds; Hanwha Life looks to London property
20 Distributors
True advice
Private banks need to shift away from the transaction model in Asia
23 Banque Syz eyes Asia; Singapore tax crime rules
Fund Managers
24 India mutual funds 2.0
Sebi’s efforts to grow the mutual-funds industry could be the surest way to modernise its capital markets
27 Vietnam’s funds debut
30 Valuations versus debt in emerging-market equities
33 BlueBay targets Asia retail; First State markets pure A-share fund
36 Alternative Investments
Futures looking bright in China
Managed futures strategies are benefiting from China’s liquid markets, attracting foreign and local players alike
38 Japan hedge funds await tighter rules
40 Q&A with Anthony Scaramucci of Skybridge Capital
42 Man seeds discretionary strategy for GLG; Segantii hires COO
44 Asset Services
Open books
Reporting derivatives trades to repositories will bring transparency, but also raises questions
46 Progress, with limits, for admin in China
47 New fund-admin opportunities in India
48 Operations manager profile: Alex Khein of BlueBay AM
49 Citi enters Indian sec lending; Trader talk with Robeco’s Kendall Tse
52 Events
Africa isn’t about the macro
Our conference upended lazy thinking among Asia-based investors about Africa.
54 Asean gets deep into debt
Our Southeast Asia debt investment forum attracted heavy hitters in fixed income.
56 Bookend
The Crisis of Crowding: Quant copycats, ugly models, and the new crash normal, by Ludwig Chincarini