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Latest News - Nick Tay

Asia agenda: volatile passage to a new India

As the dust settles on the rupee’s recent sharp fall, we talk to leading equity investors about their cautious optimism on the country and the possible impact of this year’s elections.

Global perspectives: top managers on adapting to the age of Yellen

The US economy is in new hands as Janet Yellen takes the chair. Citywire Global finds out how fund managers are positioning for the change in leadership.

Seek solace in small caps, says Indian equity specialist

Matthews Asia's Sunil Asnani believes a position in secular small cap stocks is key to beating the India market in 2014.

BlackRock $2.3bn trio reveal top tech stock for income seekers

The fast-moving tech sector has proved a difficult hunting ground for dividend specialists but Stuart Reeve believes he has found the one to back.

Recovery rider: JPM's Euro equity star ups domestic plays

Citywire AA-rated manager John Baker is putting an increased emphasis on stocks set to win big from improvements in Europe.

BlackRock names new Asian equities research head

US investment giant strengthens star manager Andrew Swan's Asian fundamental equity team with new hire.

JPM's EM equity head turns bullish on 'cheap' Korea

Despite currency challenges, Richard Titherington is backing the Asian market to perform strongly in the coming year.

Asia veteran Parbrook targets ‘disruptive’ plays for 2014

Schroder’s head of Asia ex Japan believes bearishness is now ‘excessive’ with a host of innovations to come in the New Year.

Leaner companies will drive resources rally, says Templeton’s Fromm

The former Citywire A-rated manager says resource equities are positioned for a rally in 2014 after imposing strong cost controls.

ASEAN aversion: income specialist latest to slash regional exposure

Fidelity's Polly Kwan follows growing trend among investors to trim bets in favour of North Asian plays.