News

Investec bolsters Asia EM team

/Emerging_marketsSouth Africa-based Investec Asset Management has added to its Asian and emerging market equity team by appointing Nidhi Mahurkar as an investment director. Mahurkar will have a specific responsibility for Asia, China and EM sectors within Investec’s 4Factor Equity investment team. She joins from Pictet Asset Management where she was co-head of its global emerging market equities team which includes a number of Asia-focused funds. Prior to her role at Pictet, Mahurkar was a member of the global emerging markets team at Lazard where she ran the Birla India investment trust. She will report to Greg Kuhnert, portfolio manager of the Investec All China and Asian Equity strategies. “Nidhi’s extensive expertise and deep knowledge of investing in Asia and emerging markets is ideally suited to further developing our investment capabilities in this area,” said Kuhnert. ©2018 funds global asia

Industry comments

Investing in tomorrow’s world

investmentAt times like these, HSBC Asset Management easily pivots towards emerging markets.

The spotlight on growth markets and the need to be nimble and dynamic is ever-sharper, given the difficulty in predicting monetary policy in the world’s major nations.

Sponsored feature: Navigating the complexities of FX execution and currency risk

A comprehensive, cost-effective, and transparent currency overlay hedging solution is crucial to mitigate FX exposure risks in the complex landscapes of Japan and China's FX markets, explains Hans Jacob Feder, PhD, global head of FX services at MUFG Investor Services.

Opinion

Transitioning to an era of scarcity

The world is transitioning from an era of commodity abundance to one of undersupply. Ben Ross and Tyler Rosenlicht of Cohen & Steers believe this shift may result in significant returns for commodities and resource producers over the next decade.

Asia credit: An outsized winner in the region’s energy transition?

Ross Dilkes, fixed income portfolio manager at Wellington Management, examines the opportunities and risks for bond investors presented by the region’s decarbonisation agenda.

A quiet revolution in Japan’s corporate governance

revolution, Japan, corporate governance, Shareholders, corporate, governance, standards, improvement, Tetsuro Takase, SuMi TrustShareholders in Japan no longer accept below-par corporate governance standards. Changes are taking place, but there are still areas for improvement, says Tetsuro Takase at SuMi Trust.

Why rising demand for healthcare is creating investment opportunities in China

rising demand, healthcare, investment, opportunities, China, Robert St Clair, Investment Strategy, Fullerton Fund ManagementRobert St Clair, head of investment strategy at Fullerton Fund Management, explores the reasons investors should be paying attention to the rising demand for healthcare in China.

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