Investors should follow Chinese government policy closely By Charlotte Banks 11-Aug-2010
Consumer, environment and infrastructure themes will play a dominant role in China's next five year plan, say fund managers.

Managers expect slowdown in China growth By Charlotte Banks 06-Aug-2010
China GDP is expected to slow in the third quarter, but managers still have a positive outlook.

Marlborough Far East Growth aims at long-term growth By Old Broad Street Research 27-Aug-2009
OBSR's rating service gives the Marlborough Far East Growth Fund an A Rating.

Rollercoaster ride for China economy By Sarah Beasley 20-Aug-2009
Can investors take advantage of volatility in the Chinese economy to turn a profit?

Bonds an attractive option for Hong Kong investors? By Samuel Riding 06-Aug-2009
We last considered the performance of bond funds in April, taking a snapshot of the Asia-Pacific fixed interest sector.

HK insurance: Property securities the 'greatest turnaround story' By James Smith 27-Jul-2009
Several property funds are back in positive territory, does this signal an investment opportunity?

North American equities put on brave face By Samuel Riding 07-Jul-2009
What better time then to revisit the Financial Express Equity North American sector, on this occasion comparing the investments sold in Hong Kong with the Russell 3000 index, which represents 98 per cent of the investable US equity market, and has lost 5.21 per cent over the five years to June 30.

UK equity funds appeal via HK offshore insurance sector By James Smith 29-Jun-2009
Several UK equity funds available to HK investors are currently riding the wave of a strong cyclical-led market rally, with some even erasing significant 2008 losses.

Insurance funds find heart close to home for HK investors By James Smith 26-Jun-2009
Hong Kong investors favouring their local markets have enjoyed an exceptional year so far as China and other emerging countries have started dragging the developed world out of recession.

Surprising sectors in review of HK performances By Samuel Riding 23-Jun-2009
Analsying the performance of mutual fund sectors in Hong Kong is a useful gauge of investor risk appetite over the last couple of years. It throws up some fairly obvious results, but some surprises too.

Some good returns in the Hong Kong equity sector By Samuel Riding 27-May-2009
The Hong Kong Equity sector offers some good returns. Even though there are only 14 funds in the sector with a track record longer than five years, all but one of them has beaten the Hang Seng Index.

Sharia-compliant assets in GCC and Asia almost triple By Barney Hatt 27-May-2009
Sharia sensitive assets in 2008 in the GCC and Asia reached $736bn last year compared to $267bn in 2007, according to a report by Ernst & Young.

HK Offshore Insurance: US funds benefit from S&P rally By James Smith 22-May-2009
Several US funds in the Hong Kong Offshore insurance sector have enjoyed a strong bounce this year, boosted by an S&P rally of more than 30 per cent since March.

HK Offshore Insurance: Japan equities benefit from rally By James Smith 22-May-2009
Japanese equities shared in the general rally of recent months, although only 21 of 91 funds in the offshore Hong Kong insurance sector are in positive territory in the year to 19 May.

Asian investors overcome early hostility to hedge funds By Barney Hatt 19-May-2009
According to a prominent Asian hedge fund veteran it is only in recent years that local investors have overcome their opposition to hedge funds, which were traditionally viewed as “very bad or illegal products.”

Islamic finance: just another asset class? By Barney Hatt 14-May-2009
Islamic funds based on Sharia principles could offer an increasingly attractive alternative as investors continue to seek out asset classes that offer returns with less risk.

China steps up UK FDI By Barney Hatt 08-May-2009
Chinese businesses are increasingly buying into joint ventures with UK companies, according to Sir David Brewer, non-executive chairman of insurance brokers Marsh.

HK Offshore Insurance: Green funds 'aplenty' in market By James Smith 07-May-2009
Ethically minded investors have a decent choice of over 40 funds in the offshore Hong Kong insurance market, although green scruples could do nothing to prevent serious losses last year.

The TMT challenge By Trustnet Correspondent 05-May-2009
There are plenty of funds with five-year track records for investors to choose from in the Equity - TMT sector. However, few have provided investors with cheer over that period.

HK Offshore Insurance: Demand for cyclical stocks returns to the region By James Smith 30-Apr-2009
Many of 2008’s worst performers in the Asia Pacific ex-Japan equity sector have enjoyed a short-term rally so far this year as demand for cyclical stocks in the region has flooded back.

HK Offshore Insurance: Mixed assets hit by bear market By James Smith 08-Apr-2009
Aggressive mixed asset funds largely failed to exploit their more flexible mandates in 2008, with 69 of 72 relevant vehicles losing money over the period. Much of this was down to the negation of typical diversification benefits in the worst bear market of living memory, with all asset classes locked in a concurrent freefall.

Finding decent fixed interest By Trustnet Correspondent 07-Apr-2009
Amid recommendations from some quarters that retail investors should seek solace in bonds it is worth remembering that investors' relationships with asset classes are more complicated than that.

Rebuilding offshore insurance performance BRIC by BRIC By James Smith 27-Mar-2009
Emerging market equities continue to struggle in the early months of the year after an extremely difficult 2008, leaving the much vaunted de-coupling theory in tatters.

Asset allocation key to performance says Miton's Martin Gray By Jonathan Boyd 25-Mar-2009
One of the managers identified by the just launched Trustnet Alpha Manager Ratings is Martin Gray, co-manager on the Miton Strategic Portfolio and Miton Special Situations funds who has produced consistent outperformance against his benchmarks and sector peers for most of the past decade.

The long term woe of Japan By Trustnet Correspondent 20-Mar-2009
Only one of the 45 Japan fund units with a five year history visible on Trustnet Hong Kong has produced a positive return over the five years to 19 March - while throwing in the effects of inflation over that period suggests none have benefitted investors in real terms.

T Rowe: China and India offer investors bright spots By Barney Hatt 17-Mar-2009
Frances Dydasco, portfolio manager of the Luxembourg-domiciled T Rowe Asia ex-Japan Equity fund, is looking to Asia to lead the economy out of recession, and believes China and India offer investors bright spots in the current challenging global environment.

Commodity investors hit by sell-offs By James Smith 03-Mar-2009
Commodity investors in insurance funds suffered considerable losses last year as huge liquidity-seeking sell-offs punctured bubbles across the sector.

The highs and lows of single country investing By Trustnet Correspondent 26-Feb-2009
Funds in the Asia Pacific Single Country sector have been more attractive over the past few years, although there are few with five-year track records.

Midas tops HK offshore insurance balanced funds By James Smith 25-Feb-2009
The UK multi-manager firm, formerly known as Miton, now rebranded as Midas, boasts the top three vehicles in the Hong Kong offshore insurance Balanced fund sector, making up a quarter of the peer group's 12 positive performers.

'Lucky Seven': Few international equity funds stay positive By James Smith 04-Feb-2009
Just seven international equity funds listed in Hong Kong’s offshore insurance sector managed to post positive returns in an extremely difficult 2008.

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