Progress on SOE reform needs to be watched closely because it is an area where shifts in management could benefit the economy in a number of ways, according to Koon Chow, senior macro and FX strategist emerging markets fixed income team at Union Bancaire...
In the second of a two-part series, Investment Week asks managers for their views on high yield following the sector sell-off in Q3 and how they are gaining exposure.
Strong headwinds for the commodities sector show no sign of abating, but record share price falls for some companies have provided attractive entry points into the asset class.
Where are the best Asian opps?
Jean-Sylvain Perrig is the Chief Investment Officer at Union Bancaire Privee. He tells Alice Rigby why there will be opportunities in the US for some time to come and what a bout of positive trading in Japan means for his portfolios.
The risk that Europe is facing a Japan-style 'lost two decades' is increasing, and the euro will likely fall further, says UBP's Jean-Sylvain Perrig.
High Yield opportunities
There has been scant reward for investing in US airlines in the past, but a new focus on shareholder returns means airline stocks could soar, explains UBP investment specialist Cédric Le Berre.