Asia Day is the Asia Investment Conference for investors in Germany. Leading international Asia experts will give interesting presentations on current topics, trends and outlooks on “Investing in Asia”.
In 2019, the trade conflict between the USA and China is the dominant topic of the global economy: How will the conflict affect the international capital markets in the short, medium and long term? What significance does this have for the Chinese economy? Is the view in the West too short-sighted and fails to recognize the growth opportunities offered by domestic consumption and the new Chinese middle class?
US and European bonds are currently recording historically low yields. But it is not only the unchanged low interest rate environment that makes it worth taking a look at the Asian bond markets. What do investors need to keep in mind? Does the trade conflict increase the probability of default? Where do investment opportunities emerge?
These and other questions will be discussed by our investment experts from Aberdeen Standard Investments, Manulife Investment Management and Neuberger Berman on 12 November 2019 in Frankfurt. After the presentations, the speakers will be available for further discussions over lunch.
Asia Day is exclusively for professional investors.
Tue, November 12, 2019
Opening by AsiaFundManagers.com
Asian Bonds: Booming Market and Solution to Negative Yields
Neal Capecci, Managing Director, Portfolio Manager, Manulife Investment Management
Asian bonds have grown rapidly over the past decade to become one of the largest fixed income markets in the world. The asset class stands out as a compelling solution for investors seeking sustainable positive returns, higher real yields than euro bonds and diversification.
Asia: Beacon of Stability in the Emerging World
Prashant Singh, Managing Director, Neuberger Berman
Having absorbed the lessons of the ’90s crises, Asia has again proven to be a beacon of stability amid recent volatility in emerging fixed income markets. Asia is still the source of much of the growth potential in global capital markets. The opening-up of China’s bond markets boasts one of the great investment opportunities of our age.
China A-Shares – Be the Pioneer
Ben Morris, Senior Equity Investment Specialist, Aberdeen Standard Investments
The Chinese market is changing with thematic trends propelling China to become the world’s largest economy. While trade wars have made the headlines, it’s possible to find high quality companies to create long term opportunities and take advantage of this growth.
Neal Capecci is a managing director and portfolio manager at Manulife Investment Management, working with the Fixed Income Team. Neal is an experienced portfolio manager of multi- and single currency Asia Pacific bond mandates invested in both sovereign and corporate debt.
Prashant Singh, Managing Director, joined Neuberger Berman in 2013. Prashant is the Lead Portfolio Manager (Asia) on the Emerging Markets Debt team. He is responsible for managing the emerging markets debt portfolios in the Asia region, focusing on rates and currencies.
Ben Morris is a Senior Equity Investment Specialist at Aberdeen Standard Investments. He works closely with the equity desks to support the commercial growth and development of the Aberdeen Standard Investments Equity franchise. Ben has 19 years of experience in the industry.