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FEATURES (Published Date :5/3/2012)

GREATER CHINA

Positive outlook for EA industry
By Hui Ching-hoo
Category :China
Although the average performance of Chinese enterprise annuities (EA) lagged way behind the market benchmark last year, while profit margins for EA operators are slipping as a result of the fierce market competition, market-watchers remain positive on prospects for the EA industry, in view of the strong uptake of new participants.

RISK MANAGEMENT

Indices and passive investment
Category :Asia,Australia,Hong Kong,Singapore,Global,Europe,U.S.A.,United Kingdom
The EDHEC-Risk Asia Indexing Survey 2011, conducted with support from Amundi ETF, is the first comprehensive survey of Asian investment professionals to analyse the current uses of and opinions on stock and bond indices.

MONEY MARKET FUNDS

Outsourcing credit analysis of paramount importance
By David Macfarlane
Category :Global,Europe,U.S.A.
With the emphasis now on security and stability within the perceived “safe haven” of money market funds, evaluating the risks and guaranteeing stability are of paramount importance to investors.

ASIAN EQUITIES

Small caps expected to outperform for the rest of the year
By Hui Ching-hoo
Category :China,Japan,Korea,Global,Europe,U.S.A.
As uncertainties in Europe and a weak US recovery cloud the equities market horizon, fund managers have been shifting their focus eastward, where Asian counters look relatively appealing in terms of valuation.
Small- and mid-caps bounce back in Q1
Category :Asia,China,Europe,U.S.A.
Allianz Global Investors (AllianzGI) is leveraging on its resources and its research expertise to uncover undervalued small- and mid-cap firms in Asia.
He who dares wins
By Maya Ando
Category :India,Asia,China,Middle East,Vietnam,Global,South America,Africa
“Made in China” has been the story in global manufacturing for decades, as consumer industries produce goods for shipment to developed markets, relying on China’s low-cost manpower.

PRIVATE EQUITY PANORAMA

China no longer looks like such a stable and predictable partner
By Paul Mackintosh – 23/04/12
Category :China,Singapore
Temasek’s purchase of around a 1% stake in the Industrial and Commercial Bank of China (ICBC) from Goldman Sachs for some US$2.3 billion earlier this week comes at an interesting time – given that overall expectations for China’s growth are moderating and that Chinese Premier Wen Jiabao recently singled out the big four PRC state-owned banks for criticism over their supposedly excessive profits and dominance of the market.
PE: Time to face the music
By Paul Mackintosh – 30/04/12
Category :China,U.S.A.
With China’s authorities allocating a fresh US$50 billion to China Investment Corporation (CIC), spare a thought for those ensnared in a different kind of allocation issue – as the US Securities and Exchange Commission (SEC) files changes against the former CEO of pensions giant California Public Employees’ Retirement System (CalPERS).
Finding growth in a low-growth world
By Scott Berg, CFA – T. Rowe Price Portfolio Manager discusses the need to search deeper and broader to find sustainable global investment opportunities in this low-growth environment
Category :India,China,U.S.A.,United Kingdom,Brazil
Meaningful macroeconomic risks in both the developed and emerging world are likely to lead to a period of low, but not collapsing growth.

PENSIONS

KIC’s new CIO appointment well-received
By Hank Morris
Category :Asia,Korea,U.S.A.
The first South Korean chief investment officer of the Korea Investment Corporation (KIC), the country’s sovereign wealth fund, Don (Dong-ik) Lee was appointed at the beginning of April to succeed Scott Kalb, whose term ended at the end of March.

WEALTH MANAGEMENT

Winds of change in the Swiss Alps
By Paul Mackintosh
Category :Asia,Europe,U.S.A.
Beleaguered eurozone financial markets players could be forgiven for gazing enviously up the Alpine slopes towards Switzerland, in its independent mountain fastness, buttressed by the strength of the Swiss franc.

ROAD WARRIOR

AXA IM expanding Asian footprint to seize arising opportunities
By Hui Ching-hoo
Category :Japan,Middle East,Global,Europe
Jon Bailie, global head of distribution of AXA Investment Managers, shared his thoughts with Asia Asset Management about his experience in the aftermath of the Tohoku earthquake in Japan last March as well as his views on recent market developments in Europe, Asia and the Middle East.

BRICs

Growth leaders of the future?
By David Macfarlane
Category :India,China,Global,U.S.A.,Brazil
Investors are increasingly turning to emerging markets for growth in their portfolios, with the BRIC nations (Brazil, Russia, India and China) at the forefront of the boom.

TRANSITION MANAGEMENT

TM set to continue playing a central role in the institutional product landscape
By Hui Ching-hoo
Category :Asia,Australia,Korea,Singapore,Taiwan
Transition management has become increasingly widespread in Asia as the region’s pension funds and institutional investors have grown aware of its significance as they come to change asset allocation.

HEDGE FUNDS

Only time will tell…
By Hank Morris
Category :Korea,U.S.A.
Having been launched as recently as late December 2011, domestic market hedge funds in Korea are clearly off to something of a mixed start in the early stages.

EXCLUSIVE INTERVIEW

FFTW founders demonstrate the proof of the pudding is in the eating
By David Macfarlane
Category :Asia,Korea,Global,U.S.A.
Fischer Francis Trees & Watts (FFTW) was founded in 1972 by Richard D Fischer, Stephen C Francis, James F Trees and John H Watts III in New York City – all four were senior institutional bond professionals from Brown Brothers Harriman & Co.

ASIAN DEVELOPMENT OUTLOOK

Greatest risk to Asia is uncertainty stemming from euro debt crisis
By William R Thomson
Category :China,Hong Kong,Japan,Korea,Middle East,Singapore,Taiwan,Thailand,Global,U.S.A.
Each spring the Asian Development Bank (ADB) issues its annual review of the economic prospects for developing Asia in time for the year’s round of international economic conferences.

MARKETWATCH

EM equities predicted to grow over five times faster than in the DMs
By David Macfarlane
Category :China,Europe,U.S.A.
In this edition of Marketwatch, Vassilis Dagioglu, head of asset allocation portfolio management, Mellon Capital Management; Philippe Uzan, chief investment officer, Edmond de Rothschild Asset Management; Chris Molumphy, CIO for global fixed income at Franklin Templeton; Mark Mobius, executive chairman, Templeton Emerging Markets Group; and Gary Motyl, president and CIO of Templeton Global Equity Group, give their thoughts and opinions on where the various markets are headed.

COMMENTARY

Enough of nuclear tantrums
By V G Kulkarni
Category :China,Japan,Korea,U.S.A.
North Korea and the US reach a framework agreement by which Pyongyang agrees to suspend its nuclear enrichment programme and allow international inspectors into its nuclear plants.

SEARCH DIRECTORY

Directory of Manager Appointments & Searches May 2012
Directory of Manager Appointments & Searches May 2012

MAY 2012 E-MAGAZINE

MAY 2012 E-MAG
Category :Asia,China,Asia-Pacific
Click to view the electronic version of Asia Asset Management's May 2012 issue.
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