Hong Kong-based NF Trinity is seeking stock opportunities in Taiwan, Korea, Japan, and China while weighing diversified exposure in the US beyond tech shares.
The Hong Kong family office is repositioning its public assets portfolio of equities, bonds and cash to capture different opportunities in Asia, Europe, and the US.
AsianInvestor's Asset Owner Insights survey reveals the top investment focuses of pension funds, sovereign wealth funds and insurers for the next year.
India and Vietnam look particularly good value, while Hong Kong is now the cheapest major stock market in the world after Russia, says William Ma of wealth manager Noah Holdings.
Some fund managers are arguing the case for Asian equities despite the likelihood of further US interest rate rises this year.
Andrew Swan of BlackRock expects either continued low-beta returns or a resurgence from improved economic outlook and reforms. He sees reasons for optimism in China and India.
The firm has lost four in Singapore including its CIO and two PMs. But it has signed an MoU to acquire an Asian equities boutique with seven investments staff based in the Lion City.
Franklin Templeton’s Simon Rudolph outlines the firm’s common-sense approach to consistent outperformance in managing Asian equity portfolios.
Ashish Goyal, CIO at Prudential Asset Management, says the market will soon have enough information about the eurozone to get on with looking at Asian company fundamentals.
AsianInvestor’s survey of buy-side traders finds a huge divergence between which brokers are viewed as best at sales trading.
Martin Currie’s Richard Evans says only a few dozen stocks from the entire region merit owning.
The best value isn’t necessarily found in the region’s biggest economies, argues Catherine Yeung at Fidelity.