Foreign investors must have exit strategies at all times to guard against the sudden risk of market liquidity grinding to a halt, says a fund manager in Ho Chi Minh City.
Tag : emerging
Asia CEO Andrea Muller stresses the firm’s globally integrated approach after 11 quit its emerging markets team. More hires are planned, notably in Hong Kong and China.
Despite strong growth projections for retirement assets in emerging Asia, most fund managers will focus on the vast US market between now and 2020.
The Swiss private bank is also cautious on China, but bullish on gold.
Inflows into emerging market funds are now running at their highest levels since December 2007.
Malaysia becomes a candidate for potential upgrade in FTSE GroupÆs Global Equity Index Series, while China A-shares and Taiwan miss out on promotion this year.
The firm intends to boost its Asian fixed-income capabilities and regional client servicing under the new leadership of Mark Lazberger and Michael Stapleton.
Merrill Lynch has raised its annual infrastructure spending forecast for emerging markets by 80% on the back of increased government spending, especially in China, the Middle East and Russia.
Geographically, China has the highest weighting in the index; sector-wise, it's energy.
Alliance Capital believes that emerging markets offer the best of both worlds.
As opposed to developed, says FTSE.
Credit Agricole''s Patrick Chia says emerging market, euro and cash products are more popular.