The emerging markets specialist may launch a dedicated A-share fund and set up an onshore presence, even though its Asia chief admits Chinese equities are a minefield.
Market forces have converged to drive mutual fund sales, while the need for a solutions-driven approach may see Aberdeen seek to work with distributors on a segregated basis.
The firm launches a $400 million co-investment with GE Capital Real Estate to invest in residential real estate in Tokyo. It says more deals with alternative structures could be on the way.
The asset manager fashions a new fund based in Luxembourg and markets it as a smarter way to play Asian currency appreciation than just piling into the CNH market.
The firm’s senior PM for Asian fixed income, Adam McCabe, argues that monetary policy tightening to combat inflation in Asia will be more modest than the market is expecting.