Banco Valor’s Alvaro Sobrinho and James Cheo from HSBC Private Bank debate the merits of investing in Africa and Asia
Asset Allocation
Southeast Asia full of promise if investors do their homework
Investors considering Southeast Asia must delve into the backgrounds of the families who own much of the region’s businesses, while smaller firms are often the best bet
Stability amid Asian uncertainty
While worries over the global economy persist, meaning allocations to cash and fixed income continue, wealthy Asian investors are looking for yield in some selective local and international markets
The continued rise of the Asian consumer
Asian consumer stocks have been hot for many years now, but do they still provide good value?
Wealth managers keep faith with Asian equities
Private bankers are confident developing markets will continue to outpace the West, and finding dividend paying stock is central to many strategies playing the Asian growth story
Aiming high with Asian real estate
Despite short-term volatility, real estate remains a compelling investment for wealthy individuals, with foreign investors looking to access Eastern markets, while the Asian rich are looking Westwards
Hong Kong set to abandon its old investment model
Hong Kong investors have always favoured riskier and more short-term asset classes than those on the mainland, but there are signs this may be changing
Wealth institutions to increase allocations to equities and Asia
The world’s wealth institutions are planning to increase their allocations to equities, with Asian and Latin American markets looking especially attractive
Matching client expectations
Asia has seen an explosion in the number of new millionaires over the past few years, but are the region’s wealth managers able to meet their needs?
Is the sun set to rise on japanese equities?
Japanese stocks are at their most undervalued in years while companies continue to display strong fundamentals, according to the boutique investment house Atlantis. Elliot Smither reports
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