The UK fund house is underweight Chinese equities due to growth concerns, and has increased exposure to US and Japanese equities, expecting monetary easing to continue.
Tag : baring
The firm has tapped Marco Tang from JP Morgan AM in the newly-created role of head of sales, client service and business development across China, Hong Kong and Singapore.
Even though Philippine stocks are trading at a premium to Asian markets, investors are attracted by a strong domestic growth story. But that's not to say there aren't downside risks.
US dollar private-equity GPs and LPs fret about the explosion of Chinese RMB-denominated funds, but experienced players see upside too.
Having created a head of Asian equities post, the UK firm has poached Colin Ng from MFC Global Investment Management to fill it.
Baring Asset ManagementÆs planned expansion in Hong Kong highlights the importance of China to the firm, says Marino Valensise, global chief investment officer.
The former Asia head of institutional business at Baring Asset Management started his new role at RCM yesterday.
The Baring Asia Strategic Fund gets underway in March 2008 and will be listed on the Irish stock exchange at inception.
Lilian Co teams up with Benjamin Chang and Simon Lam.
Fund executives list the factors that shaped 2006, and the key important themes that will determine events in 2007.
Fund managers view emerging middle class as focus for Chinese and European earnings growth as US influence wanes.
Fixed-income director Alan Wilde believes the unwinding of the interest rate bet could reduce market liquidity.