Neptune India fund manager Kunal Desai is hoping for pro-growth and investment policies.
Year-to-date the market is up by 9 per cent
Morningstar has downgraded Hugh Young’s Aberdeen Asia Pacific Equity and Devan Kaloo’s Emerging Markets Equity strategies to silver because of their formidable size.
Fidelity China Special Situations manager Dale Nicholls has been buying “the most hated asset class in the world”: Middle Kingdom property companies.
February’s flash HSBC/Markit manufacturing PMI increases to 50.1, taking the sector to a four-month high.
Japan Nikkei 225 index however falls flat after Thursday’s gains.
GAM Asset Management has launched an India fund run by Mumbai-based investment adviser New Horizon.
Allan Liu is retiring from Fidelity after 28 years’ service in the east and will soon hand over his €2.75bn East Asia Sicav to Dhananjay Phadnis.
Described as a game changer for global markets, the dramatic fall in the price of oil is creating a distinct group of winners and losers.
Latest PMI reading however illustrates minor improvement across the industry.
Hang Seng and Nikkei 225 enjoy gains
Global growth revised down by 0.3 percentage points, but the US is still the “teacher’s pet”.
OMGI brings Greater China Equity fund inhouse and hands management to new recruit Diamond Lee.
Uncertainty regarding the timing of interest rate hikes by the US Federal Reserve has convinced F&C’s Paul Niven to move his global high yield position from overweight to neutral.
In a year when attention shifted back towards emerging markets it was India that led the way.
Markets expecting strong US employment numbers update on Friday
Slater joins James Anderson as co-manager.
Japan’s ‘third arrow’ has been put to the bow, with a business tax cut planned to shave 2.51 percentage points off the rate from next year.
JPMorgan Asian investment trust has scrapped its performance fee and has put the management team on final notice after a year of abject returns.
Abenomics crashes on sending the Topix higher and higher to investors’ glee, but an implicit bet on the creditworthiness of Japan accompanies the trade.
Indian funds dominate the list of the top performers of 2014, with nine out of the top 10 all invested in the subcontinent, according to FE.
Revision is not expected to have a material impact on growth this year.
Asian markets rally overnight following the Fed’s latest update
JP Morgan Asset Management has bought the Asia Pacific property business from Aviva Investors.
Shinzo Abe’s Liberal Democratic Party has retained its House of Representatives majority following the recent snap election.
RWC is to launch a Ucits version of an institutional Japanese fund it has run in association with Japan-based Nissay Asset Management since 2005.
Improved macro data coming out of Europe has lead F&C’s head of multi asset Paul Niven to adopt an overweight stance in the region on short-term view.
GDP declined at an even faster pace than expected falling by 0.5 per cent in Q3.
Newton Asian Income manager Jason Pidcock says he is “relatively cautious” on Asia and is holding 7 per cent in cash, a high drag on an income fund.
Moody’s has downgraded Japan one notch to A1 citing doubt about the timing and effectiveness of its monetary stimulus and uncertainty of reducing its deficit.
Japanese core inflation fell to a 13-month low of 0.9 per cent in October with not long to go before a vote on a rise in sales tax.
Old Mutual Global Investors has appointed ex-Ignis Asian equity fund manager Diamond Le as portfolio manager on its Asian equities team.
BoJ members warned last month of the potential costs of further monetary easing.
Jeremy Beckwith was most recently interim chief investment officer at Nutmeg.
Japan has sunk into recession after its economy shrank 0.4 per cent in the third quarter.
The Shanghai-Hong Kong Stock Connect agreement should go live next week, pushing the case for Mainland A shares to be included in MSCI indices.
Billions of pounds of Ucits sales into Asia could be at risk from fund passporting changes in the east.
The $543m (£341.2m) Macau Property Opportunities fund has increased its debt to a quarter of its portfolio and bought a new property despite faltering gaming revenues.
Boutique investment group Seneca has appointed ex-Aberdeen head of Asia Pacific strategy and asset allocation Peter Elston as global investment strategist.