Geoff Lewis, head of investment services at JF Asset Management, says China's domestic economy is still in focus.
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Lee says the deleveraging of US credit remains the biggest challenge for all investors.
Around 75-85% of the fund will be exposed to a basket of 30 to 40 high conviction stocks; the rest will be invested in exchanged-listed bonds.
Investment Outlook Series: Victor Lee, a regional investment manager at JF Asset Management, says confidence in China stems from the government's maximum effort to support growth and employment.
The staff reduction in Asia is part of a global cost-cutting measure. Key positions in the region remain intact.
Any country with a funding need or a current account deficit is vulnerable, so JF Asset Management sticks with countries that have more positive trade flows and a huge monetary war chest.
The JF Investor Confidence Index shows Hong Kong investors are extremely negative about global markets, but are a tad optimistic about local shares.
The correction that will come after a summer rally will provide good entry points for long-term investors to accumulate shares, says JF Asset Management.
JF Asset Management portfolio manager Rajendra Nair says oil prices, food inflation and risk appetite are the key concerns for frontier markets.
The JF Investor Confidence Index shows Hong Kong investors are generally optimistic about stock market and economic prospects, but are nevertheless hesitant to top up their existing investments.
With the swearing in of a new president this week, Taiwan's stock market is likely to continue to perform well relative to its neighbours, says Peter Tang at JF Asset Management.
The China A-share market, reserved for domestic investors and those with QFII quotas, has suffered huge losses so far this year. AsianInvestor spoke with fund managers and analysts about their views on the market. This is part three of a four-part series.