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
Asia
Commodities suffer as investors flock to equities
Slowing growth in China has hit demand for commodities while funds have suffered outflows as investors reallocated to equities. But there are opportunities in the sector, for example in metals and timber
Wealth managers set a course for Chinese mainland
Opportunities are opening up in China, as both big institutions and private clients look to diversify assets abroad
Smaller product menus appeal to Asian private banks
With the sale of mutual funds becoming ever-more complex, the benefits of slimming down the number of products on offer are considerable
The continued rise of the Asian consumer
Asian consumer stocks have been hot for many years now, but do they still provide good value?
Private banks put brakes on inflation
With central banks prioritising growth over curbing inflation, investors are searching for safe havens in which to hide their assets from the threat of rising prices
Indian reforms re-ignite investors’ interest
The wave of reforms announced by the Indian government may be unpopular domestically but will open the country up to foreign investment
A peek under the bonnet of leading private banks
Private banks need to be able to adapt if they are to find success, especially in the growth markets of Asia
Doubts creep in over emerging market outlook
Flows into emerging market bonds remain healthy despite low yields and worrying signs that China’s growth is slowing, but some fear investors will flee these markets if the good times come to an end
Investors wise to be wary of false dawn in Japan
Investors should take predictions of a Japanese recovery with a pinch of salt, but skilled stockpickers can undoubtly find value among the country’s companies
Latest PWM video
Steve Brice, Chief Investment Strategist at Standard Chartered Private Bank, tells Elisa Trovato why he favours US and Asia ex-Japan equities, despite trade tensions, and explains why contrarian calls may work in the current market environment.
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