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BoS: Brexit to be “hard or very hard”
“[The] base case is a hard Brexit, the question is how much harder can it get,” says Bank of Singapore in its latest investment strategy and research note that focuses on Theresa May’s pledging to...
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Global Alliance Wealth Management launches Japan business with alts and...
Global Alliance Wealth Management has launched a Japan business having obtained licences for alternatives and discretionary advisory from Japanese authorities. The independent asset manager (IAM),...
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Pictet: NZDAUD “destined” for near-parity rise
The Reserve Bank of Australia (RBA) and the Reserve Bank of New Zealand (RBNZ) left official cash rates unchanged after February’s monetary policy meetings, but Pictet believes NZD to be the more...
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Chinese bond defaults to rise in 2017 after RMB40 billion in defaults
China’s bond market faces severe challenges in 2017 in the wake of RMB39.89 billion (US$5.79 Billion) in bond defaults in 2016, according to Chinese data provider, Wind Financial Information. The...
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DBS: More SGD bond defaults possible this year even without oil price weakness
Expect more defaults in Singapore’s market in 2017, especially among energy companies, says DBS’s Lim Say Boon, who adds that oil price turbulence is not likely to be a determining factor. “It’s...
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Hong Kong’s trailer fee disclosure rules could trigger price war
Hong Kong’s fund industry is one week out from the end of an SFC (Securities and Futures Commission) consultation period that could lead to the introduction new rules, including the full disclosure of...
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BoS: Hedge ‘Frexit’ now
The likelihood of a ‘Frexit’ scenario may small but, even so, now is the time to hedge political risks, says Bank of Singapore. “Historical precedence reveals that market volatility rises before the...
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Standard Chartered PB: How to play the ’emerging [market] trend’
Despite some ongoing concern regarding Trump’s determination to renegotiate trade deals with partners in Asia, Standard Chartered Private Bank remains sanguine about emerging markets (EMs) in the...
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2017 promises more outbound funds targeting Chinese investors
Expect to see more outbound funds raised by large enterprises targeting China’s wealthy in the coming years, says Brock Slivers, managing director of Kaiyuan Capital, an investment advisory firm based...
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UBS Wealth Management: PBoC’s shifting policy stance leads to strategy rejig
According to UBS Wealth Management, the People’s Bank of China (PBoC)’s recent tightening signals a shift from an accommodative to a neutral monetary policy stance – a move which has prompted the bank...
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Credit Suisse: Rising tail risks trigger neutral Asian equity view
Tail risks are rising in anticipation that the US will introduce trade protection measures, says Credit Suisse, which adds that news headlines have the potential to increase volatility going forward....
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UBP: Pitfalls and opportunities in China post-tightening
Union Bancaire Privée (UBP) has shared its views on potential pitfalls and opportunities in China after the PBoC underwent modest tightening in the last two weeks. According to the bank, a combination...
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Bank of Singapore: What happened to volatility?
Bank of Singapore kicked off 2017 with the view that “a slew of geopolitical risks could cause this year to be a volatile one compared to previous ones”. However, the private bank says that markets...
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Deutsche Bank WM: Growth to gain momentum for major economies
Economic growth in major economies in the world has been in the spotlight, on the back of Yellen’s increasing ‘hawkish’ tone, raised economic forecasts in Europe and Japan’s strong external growth...
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DBS: Fed tightening not expected to derail US equity rally
DBS believes the ongoing US equity rally will be sustainable beyond any near term monetary tightening, even the plausibility of a rate hike increases. “Nothing—it seems—can deter the robust rally in...
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Bank of Singapore: Growth sustains into February
With growth persists well into February, as evidenced by positive PMI readings, Bank of Singapore explains why this is so in the Eurozone, Japan and US. Flash PMIs for manufacturing moved to 55.5 in...
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Asian HNWIs shun traditional equity alpha for tangible macro ideas
Major indices in the world continue roaring upwards on the back of strong economic data and the promise of future earnings growth, but equity fund appetite amongst Asian HNWIs has been largely limited...
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Global Alliance Wealth Management opens alternative solution platform to...
Global Alliance Wealth Management will broaden access to its alternative solution platform to accredited investors and private clients, according to a media release. The platform is a “registered,...
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Legg Mason: Expect a surge in demand for US equity funds
Even though Asian investors’ appetite for US equity funds remains low, expect the product class to experience a notable surge in demand the near term, according to Freeman Tsang, director of business...
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AM Heat Map: US equity fund traffic surges but investors stay sidelined
As the S&P 500 benchmark continues to roar upwards and scale new heights, US equity funds are rapidly gaining traffic share as the most searched-for single country category in Asia, according to...
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