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.
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.
Emerging-market equities will build on big recent gains, despite concerns over China, argue investment specialists at Pictet Asset Management and Societe Generale.
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.
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.
Private bank LGT and JP Morgan Asset Management recommend selling emerging-market debt, but clients in Asia seem reluctant to do so.