For Paula Chan of Manulife Asset Management in Hong Kong, it is about being "constructive", attracted to an "expanding universe" of credits and believing in the region's "resilient growth"; for Santosh Kamath of Franklin Templeton Investments, India, the issue is addressing structural bottlenecks as he cautions against setting expectations too high; for Ilene Chong of Eastspring Investments in Malaysia, it is focussing on the interest rate differential and after the sell-off, capturing value "as yields start to appear attractive"; for Ang Chow-Yang of Schroder Investment Management Singapore, it is managing "valuation headwinds" and then awaiting "the process of normalizing valuation" which should start "to favour Asian assets again".
It may be different strokes for different folks. But these local currency bond investors share a unique bond: they are multi-year awardees of the coveted title of The Asset's Most Astute Investors. Are you a part of this providential circle? Who are the other investors who are rated highly by the top research individuals, salespeople and traders they deal with in banks and brokerages? What are their views for the next 12 months?
Over 350 top-rated individuals in research, sales and trading in banks and brokerages were invited to participate in the annual Asset Benchmark Research Most Astute Investors ranking and a total of 442 investors from more than 260 institutions received nominations in eight markets covering Hong Kong, India, Indonesia, Malaysia, Philippines, Singapore, Taiwan and Thailand.
Asset Benchmark Research's Most Astute Investors in the local currency bond markets will be honoured at a gala dinner in Singapore on November 25 2014 on the eve of the 9th Asian Bond Markets Summit. For further information to attend the gala dinner or join the Summit, please click here.
To view the rankings of the Most Astute Investors in Asian local currency bonds, by country, please click on the links below:
Most Astute Investors in Hong Kong 2014
Most Astute Investors in India 2014
Most Astute Investors in Indonesia 2014
Most Astute Investors in Malaysia 2014
Most Astute Investors in the Philippines 2014
Most Astute Investors in Singapore 2014
Most Astute Investors in Taiwan 2014
Most Astute Investors in Thailand 2014
To view the ranking of the Top Investment Houses in Asian local currency bonds, please click here
To find out more about The Asset Benchmark Research and our work, please click here.
A full ranking of the top investment houses in Asian local currency bonds as well as the outlook for the local currency bond markets for the year ahead from the top-ranked astute investors is available in the September issue of the magazine. To subscribe please click here.
(Note: Not all names have been verified, any amendments please contact [email protected])
