Swiss private banking group Julius Baer and Siam Commercial Bank has established strategic joint venture focusing on bringing the most relevant and impactful advice and solutions to the growing Thai private banking market and its increasingly sophisticated clients. The joint venture will seamlessly combine SCB’s strong brand credibility and wealth management expertise with Julius Baer’s […]
HSBC Global Asset Management has announced the appointment of Puneet Chaddha (pictured) as Chief Executive Officer, HSBC Global Asset Management (Singapore) Limited, with effect from 1 November 2015. He succeeds Kalen Lim who will move to another senior role within HSBC. Chaddha, who was previously Chief Executive Officer of HSBC Asset Management (India) Private Limited, will also […]
By Maarten-Jan Bakkum, senior emerging markets strategist, Multi Asset at NN Investment Partners A deteriorating economy, with an increasing amount of corporate defaults, rapidly increasing unemployment, higher interest rates, less lending and a weakening currency, inevitably increases the pressure on the political system. The severity of the economic problems and the strength of the political institutions […]
Asia may be doing better relative to the rest of the world but it is suffering relative to its own history. Export growth has been weak and boosting domestic growth is difficult without generating excess debt or inflation. In this era of low global growth, some have faced the new reality by implementing reforms to […]
Mark Mobius, emerging market fund manager at Franklin Templeton Investments comments on the challenges for the ASEAN countries for the coming months. The role of Asian markets in the global economy has grown significantly in recent years, and we expect this trend to continue in the future. Many of these countries have also made fundamental […]
FMG, the frontier and emerging market funds provider, has announced the launch of its Mekong fund, which will focus on Cambodia, Laos, Myanmar (Burma), Thailand and Vietnam. The attractions of the region include the 300 million population, with a growing middle class, and average government debt levels below 50% – in contrast to the US […]
Robert Harvey, portfolio manager at Matthews Asia analyses the impact of Thailand’s military coup for investors.
Prashant Singh, lead portfolio manager (Asia) and Puay Yeong Goh, senior economist at Neuberger Berman see the recent coup in Thailand as another factor that is likely to keep performance from the Thai market relatively poor in the medium term.
Following the recent sell-off in emerging markets, there is a view developing that now is the time to invest, Jade Fu, investment manager at Heartwood Investment Management
Recent events may have spooked investors in Thailand, but long term emerging markets investor Mark Mobius, who manages the Templeton Emerging Markets Investment Trust, has looked beyond the politics.
Jan Dehn, head of research at Ashmore, discusses the latest EM survey releases and policy reforms
Funds focused on Indonesia, Malaysia and Thailand ware particularly in demand among Swedish investors during April, while Sweden and more traditional emerging market equity funds were among those most sold, according to figures from Skandia.