Asia’s equity markets have taken all the headlines in the last few months with China’s growth outlook and the direction of US interest rates at the top of investors’ agenda. Has the recent volatility created a valuation opportunity or are we likely to see further pressure on share prices across the region?
Paul Danes, Co-Portfolio Manager of the Asia Long Term Unconstrained strategy, will share his thoughts on current market conditions across Asia, as well as valuations and expectations, on this live conference call.
After a 27-year career with Fidelity, Allan Liu has decided to retire as portfolio manager of the SICAV Fidelity Funds - South East Asia Fund effective from the end of February 2015. As of 1 March 2015, Dhananjay Phadnis will take over the responsibility for the Fund. On the same day, the fund’s reference index will change from MSCI AC Far East ex Japan Index to the more widely followed MSCI AC Asia ex Japan Index. Fidelity is implementing a long planned succession which, we believe, is in the best interest of our investors.Read more >
Picking the ‘Winners’
through our Structural Market Development research
The performance gap of ‘Winners’ and ‘Losers’ in the Asia region has in recent years widened and we believe this trend will continue in the years ahead. Globalisation forces, technological advancements, and domestic factors are all contributing to an accelerated pace of structural shifts in world economies, including those in Asia. For nearly a decade, our Asian Equities Investment team has been analyzing these “Structural Market Development’ trends, focusing on demand and supply factors which they believe will largely influence the future growth prospects of industries and companies in the region. This unique research framework provides strong empirical data to support the team’s strong-conviction stock ideas, with a portfolio consisting of Asia’s Top 50 future ‘Winners’.
Hear from Singapore based Senior Portfolio Manager Kenneth Tang at Nikko Asset Management who will give insights into the economic outlook in South East Asia and discuss the continuous growth of the ASEAN economy.
Nikko Asset Management is Asia's premier Global Asset Manager. The firm offers world-class asset management strategies and solutions for global investors, capitalizing on opportunities in markets around the world.
Kenneth Tang - Senior Portfolio Manager
Total Industry Experience: 18 Yrs
Kenneth is responsible for managing Singapore, ASEAN, Balanced portfolios and covering the resources sector in Asia.
He has extensive experience in equity long only and equity long short capacities as well as in commodity research. Prior to Nikko AM, Kenneth was most recently the lead portfolio manager for PineBridge Investments in Singapore Equity and Balanced portfolios.
Join us on 8th July 4pm SGT to hear from Sean Duca, Vice President and Regional Chief Security Officer for Asia Pacific at Palo Alto Networks, as he shares highlights and key takeaways from the report, and answers questions during the Live Q&A session.Read more >
Samir Mehta, manager of the JOHCM Asia ex Japan Fund and Cho-Yu Kooi, manager of the JOHCM Asia ex Japan Small & Mid-Cap Fund discuss their investment philosophy and approach and gives their thoughts on the current outlook for the Asia region.Read more >
Asia is one of the fastest growing regions in the world, but is known for the volatility of its markets. What if there was a way to capture the growth of the Asian economic region but with less volatility?
Portfolio Manager, Andrew Graham, outlines how his team find high quality Asian companies that he believes will grow in line with the region’s GDP - but will be less volatile that the regional market. Find out more about Martin Currie Asia Unconstrained Trust, a high conviction portfolio of 20-30 companies that have passed the team’s rigorous test, including a thorough ‘forensic accounting’ analysis.
For more information, please visit www.martincurrie.com/uk/asia-unconstrained-trust
Whilst there are on-going concerns over the health of the Chinese economy, Matthew Sutherland looks past the headlines and reveals the key themes set to drive returns from here. He also explores reform-led opportunities across the region and outlines why Asia still is generating the highest growth levels in the world.Read more >
CIO Robin Hepworth discusses the long term investment opportunity presented by Asia. Whilst Head of SRI Neville White outlines how a responsible investment approach can reduce risk when investing in Asian equities.Read more >
The opportunity to find hidden gems among Asia’s 17,000 listed stocks is immense and nowhere is this more apparent than in smaller companies Nitin Bajaj, portfolio manager of the Fidelity Asian Values PLC, highlights some of the high quality companies he has identified as Asia's winners of tomorrow, today.Read more >
Finding the opportunities in Southeast Asian equities
2014 was all about the recovery in India, 2015 was all about the slowdown in China, but there is a third pillar to Asia’s growth story.
Certainly not ignored, but maybe temporarily back of mind. From the under developed Philippines and Indonesia, to the politically troubled Malaysia and Thailand and sitting in the middle the extremely developed city state of Singapore, this region is nothing if not diverse. In this webinar Paul Danes, Portfolio Manager, Asia, will consider the opportunities, the current investment merits and asses the risks of investing in this dynamic and diverse region.
In this excerpt from Aberdeen's live roundtable entitled "Views from the Front Lines of Asia", investment managers Hugh Young and Anthony Michael speak about the possible future growth drivers of the Asian region.Read more >
In this regular quarterly update on Asian markets, Matthew Sutherland, Head of Product Management (Asia), points out that the pull back in equity markets coupled with a more risk-on sentiment has resulted in flows starrting to come back into the asset class. Fundamentally Asian economies have some strengths, especially relative to non-Asian emerging markets. Matthew explores the China situation in some depth, first examining the challenges facing the country before elucidating some of its perhaps less often discussed strengths. He concludes by highlighting a couple of interesting fund ideas from the Asian equity range.Read more >