AsianInvesterAsianInvester

AsianInvestor's October 2011 edition now online

We consider if the tide is turning for equity dividend-paying strategies and whether Asia will resist the multi-asset trend. We also question the EM currency story and reveal how trust providers have taken China by storm.
AsianInvestor's October 2011 edition now online

REGULARS
4 Up front

Bank of Korea creates reserves-management group; AustralianSuper to add to EM manager line-up

12 Up front: on the move
Temasek hires co-CIO Tan Chong-Lee from BoA Merill; HSBC’s McCombe replaces Bhagat at BlackRock

14 Operations manager
Leonard Wei, Arch Capital

15 Regulatory roundup
Hong Kong’s Billion Global AM convicted; New India rules for infrastructure funds and an SRO

16 Fund flows
Investors in Asian mutual funds are shunning equities, while fixed income wins a new lease on life.

18 Q&A
Huang Chao-Hsi, chairman of the supervisory committee at the Labour Pension Fund, Taiwan

FEATURES

20 Advantage: plodders
Equity dividend-paying strategies have not fared well in Asia ex-Japan, but that may be changing

24 Back to balanced
Institutional investors in the West have shifted to multi-asset funds, but Asia may resist the trend

27 Questioning the EM currency story
The seemingly unstoppable rise of emerging-market currencies has gone into reverse - for how long?

30 Trusts are here to stay
Trust providers have taken China investors by storm, to the surprise of their mutual-fund rivals

32 Alternatives to a volatile investment world
Chinese investors are taking a closer look at alternatives, as seen at AsianInvestor’s conference in Beijing.

34 Hong Kong bottleneck for synthetic ETFs
It’s been 16 months since the last synthetic exchange-traded fund was approved in Hong Kong.

36 Asia’s best brokers, 2011
AsianInvestor’s survey of buy-side Asian equity traders throws up surprises in execution

46 Promises to keep
Brokers want HKEx to stick to its promises of improving market infrastructure as well

48 Singapore overtaking Japan Reits
The real-estate investment trust industry in Singapore is turning into a regional dynamo

ALTERNATIVE INVESTOR

52 The SWF’s go-to guy for godowns
How Greg Goodman built his industrial-property investment group into a sought-after manager

54 Let private equity help Japan’s recovery
Japan’s government should be doing more to support real investment opportunities

56 Alternative Q&A
Richard David, Treasury China Trust

58 Alternative roundup
Myo Capital and DBS shelve fund; Sparx teams spins off; Indonesia financieers team up for PE launch

with this issue
Hedge fund services 2011

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