Tag : em

Asian Bond Watch: Will liquidity be unleashed if US-China trade talks reach consensus

In partnership with State Street Global Advisors

The ongoing trade dispute between two of the world’s largest nations is a significant force influencing market movements. State Street Global Advisors’ Kheng-Siang Ng believes a successful resolution could unleash pent-up demand.

Asian Bond Watch: Will liquidity be unleashed if US-China trade talks reach consensus

Taiwan lifers add EM bonds, reap stock dividend returns

Christina Wang

Nov 30, 2017

Cathay Life and Shin Kong Life have been upping their exposure to emerging market bonds. They and Fubon Life have also generated strong returns from high-dividend stocks.

Taiwan lifers add EM bonds, reap stock dividend returns

Asian stocks tipped for multi-year rally

Hugo Cox

Jul 9, 2017

Emerging-market equities will build on big recent gains, despite concerns over China, argue investment specialists at Pictet Asset Management and Societe Generale.

Asian stocks tipped for multi-year rally

BlackRock’s EM shuffle puts Asia centre stage

Christina Wang

Mar 30, 2017

The asset manager has put its global emerging markets head in Asia and added other staff there, underlining the importance of the region both to the firm and within the EM universe.

BlackRock’s EM shuffle puts Asia centre stage

Shin Kong Life adds EM debt, sells foreign stocks

Christina Wang

Mar 16, 2017

The Taiwanese insurer has welcomed the US rate hike, but is concerned about global uncertainty. It is buying more emerging-market bonds, with the exception of Chinese debt.

Shin Kong Life adds EM debt, sells foreign stocks

Asian private clients loath to ditch EM bonds

Christina Wang

Jan 11, 2017

Private bank LGT and JP Morgan Asset Management recommend selling emerging-market debt, but clients in Asia seem reluctant to do so.

Asian private clients loath to ditch EM bonds

Italy ‘no’ vote could spark EM risk aversion

Joe Marsh

Nov 30, 2016

Even a ‘yes’ vote in the constitutional referendum this weekend would still leave the country facing a shaky banking sector and rising populist sentiment, say fund managers.

Italy ‘no’ vote could spark EM risk aversion

Shin Kong Life raising EM debt exposure

Christina Wang

Nov 17, 2016

The Taiwanese insurer plans to overweight emerging-market government debt and foreign corporate bonds this quarter, amid heavy outflows from fixed income and EM assets globally.

Cambridge Associates: ESG factors boost EM returns

Joe Marsh

Nov 3, 2016

Focusing on environmental, social and governance factors improves the performance of emerging-market equity indices but not developed-market ones, finds new research.

Cambridge Associates: ESG factors boost EM returns

Amundi sees continued upside in EM debt

In partnership with The Editors

The French asset manager points to opportunities in emerging market fixed income, with low volatility and signs of a sustained trend of stronger returns.

JP Morgan AM strategist flags EM debt risks

Christina Wang

Oct 5, 2016

Emerging-market equities still have room to rise, but EM bonds face potential problems that could scupper their rally, says Tai Hui, the fund house’s chief market strategist for Asia.

JP Morgan AM strategist flags EM debt risks

Poll: Which risk is most significant for EM investors?

In partnership with Co-published

Which risk do you see as being the most significant for EM investors today: US interest rate rises, a hard landing in China, currency volatility, global trade barriers or political uncertainty?

Poll: Which risk is most significant for EM investors?