India is being hit harder than most by the flight of foreign capital from emerging markets, but the country must face up to its structural problems if it is to return to growth
Asia

Rout subsides to reveal opportunities in emerging market bonds
Emerging market bonds have always been volatile and the Fed’s comments about the end of QE saw large numbers of retail investors flee the asset class. But there is a sense the market overreacted and the sell off has created a buying opportunity
Banking stocks back on the menu
High net worth individuals appear to have finally overcome their fear of banking stocks, but allocations to the financial sector are very selective with US groups much more appealing than their European counterparts
North America back on top as wealth rebounds
North America and Asia-Pacific have led global levels of wealth to new highs, while indications are that high net worth individuals favour a streamlined approach to management

Is Abenomics the right medicine for Japan’s ills?
Recent falls in Japanese equities have shaken some private bankers’ faith in the ability of Prime Minister Shinzo Abe to fix the structural problems that plague his country
Stability amid Asian uncertainty
While worries over the global economy persist, meaning allocations to cash and fixed income continue, wealthy Asian investors are looking for yield in some selective local and international markets
Westward trickle of Indian wealth could become flood
Asia’s rising wealth is making its way into Western markets, and this flow could well increase if the Indian tax authorities continue to target the country’s affluent population

China Merchants Bank readies itself for emergence of rivals
CMB’s deputy chairman and head of clients Ding Wei discusses how the Chinese bank plans to stay on top of the pile as the country’s private banking system opens up

The search for new riches
Eager to source client assets, private banks are seeking out new wealth in emerging regions while also looking towards entrepreneurs active in more developed markets

East vs West in global equity allocations
Unicredit’s Manuela D’Onofrio and Lim Say Boon from DBS discuss whether investors should head to developed or emerging markets in their global equity allocations
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (February/March 2021)
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