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Private banks react to Japan’s election result
Prime Minister Shinzo Abe’s election victory in Japan sent the yen lower and pushed the Nikkei 225 index to its 15th consecutive trading day of gains. APB Mandate reached out to the region’s private...
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Deutsche Bank WM: Japan’s election result won’t solve underlying problems
Deutsche Bank Wealth Management believes that Prime Minister Shinzo Abe’s election victory will not solve Japan’s underlying economic problems, notably the low inflation environment. “Our view is that...
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Opportunities hidden in EMD can add to investors’ portfolios
This is a sponsored article from NN Investment Partners. The outlook is certainly positive for EMD, which has performed well this year. The asset class has benefited from US bond yields declining, the...
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Lombard Odier: Top four policy implications of Japanese elections
Following the expected election victory by Japan’s ruling coalition of the Liberal Democratic Party (LDP) and Komei, Lombard Odier shared its views on the top four policy implications of the result,...
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Are China’s WMP curbs a segue for WM maturity?
Investors’ obsession with chasing returns and an absence of discipline on the side of distributors have some watchers drawing parallels between China’s domestic wealth management market today and the...
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Deutsche Bank WM analyses the potential market impact of each Fed chair...
With US President Donald Trump set to announce his decision on the next Fed chairperson soon, Deutsche Bank Wealth Management has analysed each candidate’s potential impact on financial markets and...
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Wealthy Asians shifting focus to regional smart beta strategies: Premia Partners
HNWIs in Asia are increasingly looking for smart beta solutions that target regional equities, according to Premia Partners, which launched two China A-share ETFs yesterday. “Many Asian HNWIs and...
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BNP Paribas WM launches sustainable equity discretionary mandate
BNP Paribas Wealth Management has launched a sustainable equity discretionary mandate in Asia that adopts a traditional ESG approach, APB Mandate can reveal. The innovation is in line with the bank’s...
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UBS Wealth Management: “The next stage” of investing in Asia
UBS Wealth Management, in its latest monthly regional report titled “The Next Stage”, shares its house view on investing in Asia against the backdrop of China’s 19th Party Congress. The private bank...
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Pictet: Likelihood of a third term for Xi has “significantly risen”
The lack of an obvious successor and the enhancement of political status post-congress has led Pictet to believe that the likelihood of Xi staying in power for one more term beyond 2022 has...
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BoS: “Unique attraction” of USD to fade
Bank of Singapore says that the “unique attraction” of the USD will fade in 2019, as other central banks in developed markets (DMs) – notably the ECB – have joined the tightening monetary policy...
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Pictet AM: From disruptive tech to green tech
This is a sponsored article from Pictet AM. In search of diversification away from concentrated fixed income exposure, Asia’s yield-hungry high net worth individuals have begun investing in disruptive...
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J. Safra Sarasin: On Fed Chair appointment, central bank liquidity’s effect...
J. Safra Sarasin shares its views and insights on the upcoming Fed Chair appointment and the effect of central bank liquidity on rates, FX and equities in the midst of shrinking balance sheets. Fed...
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Julius Baer: Investor appetite for equities and bonds reaching “inflection...
Julius Baer believes that markets are likely to undergo a gradual rotation from bonds to equities from this point on, due to the current low bond yields and better equity fundamentals. “Even though...
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UBP: On China National Congress and Japanese elections
UBP, the Swiss pure play, shares its outlook on China following the 19th party congress and on post-election Japan, amid what it calls “a climatic week in Asia”. From a strategy perspective, UBP is...
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AM Heat Map: China ranks first among all single-country equity fund categories
On the back of a strong performance for China equities and buoyant investor sentiment, China equity funds rank first among all single-country equity fund categories in terms of searches performed by...
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BoS: Underweight equities given tighter policy and slower growth momentum
Given headwinds stirred up by central banks’ tighter policies and slower GDP growth, Bank of Singapore remains underweight on equities overall. The US is still on a gradual but steady tightening...
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Bank of Singapore: Policy continuity expected under Powell but 2018 clarity...
Jerome Powell may expected to replace Janet Yellen as Fed Chair and to maintain continuity in monetary policy but Bank of Singapore has highlighted key headwinds pertaining to Powell’s credentials and...
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Pictet: Limited EURUSD downside potential left
Despite a strong recent USD rally against the EUR, Pictet believes that there is limited downside left on account of its view that the US will see a “symbolic” tax cut, still tepid activity and...
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China’s A-share market a “paradise” for hedge funds: Noah’s William Ma
The lack of efficiency and high liquidity in China’s A-share market has made it a “paradise” for hedge funds, according to William Ma, CIO of Noah Holdings (Hong Kong), who highlights superior...
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