Angus Coupland, CIO of Coupland Cardiff Asset Management, explains why being underweight Asia is the riskiest allocation decision in global equities today.
India and China most interesting in region
Investors need to be very selective in Asia, not only at the company level but also by country and industry, given very divergent growth trends. However, a more gradual normalisation in US monetary policy, as indicated recently by the US Federal Reserve,...
Robert Horrocks, PhD, Chief Investment Officer, Matthews Asia
Holds less than 10% in direct China exposure
Big plans for EMEA region
Globally, approximately $5.5trn of bonds trade with negative yields and nearly one quarter of the world's GDP comes from countries with negative interest rates.
China and Africa funds to be merged away