Macro Views | 3 Mar 16
Pictet WM: What needs to happen for a lasting market rally
Investor fear is out of whack with actual economic fundamentals and a sustainable rebound won’t happen until one of three broad shifts occurs, argues Christophe Donay, head of asset allocation and macro research at Pictet Wealth Management.
Hong Kong’s regulator sets up link with fintech firms
The Securities and Futures Commission has established a fintech contact point and set up an advisory group as fintech momentum builds.
Asian equity managers like India: Morningstar
Portfolio managers of Asia ex-Japan equity funds favour India while avoiding Malaysia and Australia, according to Morningstar.
J O Hambro: Wild market swings signal loss of confidence
Rising volatility means investors are losing faith in central bank efforts to lay the foundation for economic recovery, according to Ben Leyland, lead manager of JOHCM Global Opportunities Fund.
HNW client base from China increasing in Hong Kong, BEA says
Personal wealth is flowing out of China as domestic investors grow increasingly concerned over the markets and economic growth, according to Bank of East Asia.