Asia
China at a watershed, says T Rowe Price
The renewed turmoil in China’s financial markets in the first two weeks of 2016 has undermined investor sentiment, wiping trillions of dollars off the value of global stock markets. Anh Lu, lead portfolio manager for T. Rowe Price’s Asia ex-Japan Equity Strategy fund looks at whether this could mean China faces a Japanese-style ‘lost decade’ of growth.
Asia’s new fund flows double to $535bn in 2015
Total capital flowing into Asian investment products in 2015 hit $535bn, driven by mixed asset funds, according to Strategic Insight data.
ANALYSIS: Are investors clutching at straws with their Japan overweights?
Japanese equities are enjoying a place in the rising sun in terms of the preferences of many investors, but is this a sound decision destined to yield rewards or an act of desperation?
HSBC PB sees squally markets ahead
Low bond yields and the irrelevance of the BRIC acronym are among the themes expected to shape investment in 2016, according to Benjamin Pedley, head of investment strategy in Asia at HSBC Private Bank.
Tax changes may boost Korea’s mutual fund industry
The Korean government intends to temporarily waive a 15.4% capital gains tax on overseas equities funds, according to a Cerulli report.