Clik here to view.
UBS WM: Chinese offshore industrial stocks to benefit from OBOR initiatives
UBS Wealth Management says the One Belt, One Road (OBOR) project – which will involve greater Chinese funding of international initiatives – will provide a boost for Chinese offshore industrial...
View ArticleClik here to view.
UBP: Political distractions “overshadow” global economic momentum
While Donald Trump’s attempts to “interfere” with FBI investigations into Russia’s involvement in his presidential campaign weighed on equity markets last week, UBP believes that politics has...
View ArticleClik here to view.
DBS expects a correction across developed markets
Driven by US politics, a “necessary correction” of equities is likely to unfold across developed markets, according to DBS. “The bigger and simpler story is that equities are richly valued, lack new...
View ArticleClik here to view.
UBS reveals June APAC house views
UBS Wealth Management has revealed its key Asia Pacific investment ideas for June, with the private bank noting its underweight allocation towards Asian investment-grade (IG) bonds versus its...
View ArticleClik here to view.
BoS: US profit margins under pressure
Bank of Singapore says that as the US economic cycle matures, profit margins in the country are under pressure amid a tightening labour market. “After nearly eight years of recovery, US labour markets...
View ArticleClik here to view.
Julius Baer: “The water is warm” for Asian markets
While US stocks have rebounded after last Wednesday’s selloff, the market “remains in a kind of ‘No Man’s Land’”, says Julius Baer, which adds that other equity markets – especially in Asia – look...
View ArticleClik here to view.
UBP: “Earnings should continue to reward risk-taking”
Growth momentum in the US should outweigh concerns about political risk, and a meaningful slowdown in the US and G7 nations in the foreseeable future is unlikely, according to UBP. “A faster pace of...
View ArticleClik here to view.
Crowded global hedge fund market spells opportunity for China’s “sunshine”...
Chinese hedge funds, referred to in the country as “sunshine” funds, offer attractive returns – particularly when considering the increasingly crowded global hedge fund environment, says Noah...
View ArticleClik here to view.
BoS: US likely to maintain moderate growth trajectory
Although many private investors are “as worried as they have ever been about markets”, despite relatively low volatility, Bank of Singapore expects that the US market will maintain its moderate growth...
View ArticleClik here to view.
Julius Baer remains “cautious” on industrial metals following China downgrade
Julius Baer says it has maintained its “cautious” outlook on industrial metals, after ratings agency Moody’s lowered China’s sovereign credit rating to A1 on Wednesday. “While China’s debt-related...
View ArticleClik here to view.
UBP’s head of direct investments notes “sharp increase” in funding from Asia...
Union Bancaire Privée’s (UBP’s) Asian clients have participated in every direct investments deal brought by the Swiss pure play since the completion of its acquisition of Coutts International in the...
View ArticleClik here to view.
Asian investors show greater appetite for hard-currency EM debt, says...
Amid the low interest rate environment, yield-hungry investors in Asia are warming to hard-currency emerging market bonds, says Ulrich Behm, Vontobel Asset Management’s Asia Pacific CEO. “Emerging...
View ArticleClik here to view.
AM Heat Map: Risk appetite within equities rising in Asia?
While Asian investor appetite for equities remains muted, traffic data suggests that risk appetite within the asset class is trending upwards among the region’s investors, according to APB Mandate’s...
View ArticleClik here to view.
BoS: Global economic recovery “confirmed” by hard data, but momentum will slow
Bank of Singapore says that the recent global economic uptick has been confirmed by “hard” data – which takes longer to reflect than “soft” data – although the lender adds that growth momentum is...
View ArticleClik here to view.
Pictet WM: Will 2017 be a turning point for hedge funds?
While last year proved to be a difficult year for the hedge fund industry, partly due to the asset class’ recent underperformance, Pictet Wealth Management argues that 2017 could be a turning point...
View ArticleClik here to view.
Buying fund-linked notes akin to “wearing two life vests”
Although fund-linked note sales in Asia reached nearly US$3 billion in just the first few months of 2017, some remain sceptical about the investment proposition of such products – with one source...
View ArticleClik here to view.
Equity appetite higher in Singapore than in Hong Kong, APB wealth manager...
Reflecting the behavioural biases of Asia’s HNWIs, just 40% of Hong Kong-based wealth managers say that their clients’ preferred asset class in 1Q17 was equities, compared with more than half (52%) of...
View ArticleClik here to view.
Bank of Singapore: 12-month EURUSD forecast upgraded to 1.15
Reduced political risk and improving economic fundamentals have prompted Bank of Singapore to upgrade its 12-month EURUSD forecast to 1.15, from 1.10. The bank said in a note that it had already made...
View ArticleClik here to view.
DBS: Modest equity correction expected within “intact bull market”
While global equities have rebounded, DBS believes a modest correction is still due, with the bank calling the market “suspiciously fearless”. “There seems to be little fear – gold and the Chicago...
View ArticleClik here to view.
Industry projects equal split between transactional and fee-based income by 2027
While there is no consensus on the matter, private bankers in Asia, in aggregate, believe that the split between fee-based and transactional income will reach 50/50 in the next ten years. According to...
View Article