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.
August sales of Hong Kong funds under the mutual recognition scheme exceeded the total volume in the first seven months of the year. JP Morgan Asset Management accounts for the lion's share.
The US firm is the first foreign player with a Chinese funds JV to set up an investment management WFOE. AsianInvestor spoke to Asia-Pacific chief Michael Falcon about its plans.