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  1. PIMCO global credit CIO: betting big on a Macau rebound

    By Chris Sloley on 27 January 2015

    Chinese corruption clampdown hit one of Mark Kiesel’s favourite plays in his $12bn fund last year but he is now looking for entry points.

  2. A-shares access: top managers clash on China strategy

    By Chris Sloley on 26 January 2015

    A-shares have rallied since the opening of the Shanghai-Hong Kong Connect, Citywire Global canvassed leading investors on its long-term health.

  3. Getting to grips with the Greek election: what Syriza stands for

    By Silvia Sciorilli Borrelli on 26 January 2015

    Anti-austerity or anti-euro? Citywire Global takes a closer look at what the victorious party hopes to achieve in power.

  1. ‘Modi mania’ has pushed valuations too far, says EM equity star

    By Chris Sloley on 26 January 2015

    Citywire A-rated Thomas de Saint-Seine says he is optimistic on Indian growth, but has cut holdings as the market is too expensive.

  2. Michael Lipper: the dangerous law of small numbers

    By Michael Lipper on 26 January 2015

    The Wall St veteran and contrarian investor believes 2015 could throw up many surprises not built into economists’ small number estimates.

  3. BlackRock switches lead on flexible Japan equity fund

    By Chris Sloley on 26 January 2015

    Asset management giant hands former analyst portfolio manager post on Luxembourg-domiciled fund.

  4. Greek elections: how Syriza success could shape country’s future

    By Silvia Sciorilli Borrelli on 23 January 2015

    Former World Bank economist Elena Panaritis sees Syriza as an opportunity for the country but international investors stay cautious.

  5. Skagen’s Kon-Tiki team: four high-conviction EM bets to back

    By Chris Sloley on 23 January 2015

    Nordic boutique names four high-profile picks the group is backing to succeed in its €5.7bn flagship developing world fund.

  6. HY star Cohen: every reason to underweight Europe right now

    By Luca Rossi on 23 January 2015

    New York-based Citywire + rated manager believes region has become overpriced and explains why the US and EMs are better bets.

  7. Long/short equity outperformer eyes China M&A boom

    By Chris Sloley on 23 January 2015

    Second best performing manager on a one-year basis, Pictet’s Lan Wang Simond, believes consolidation will be key theme.

  8. A-shares market ‘in a bubble’, says Schroders Asia equity chief

    By Chris Sloley on 23 January 2015

    Citywire A-rated manager Lee King Fuei says rampant gains seen in newly opened market are nowhere near sustainable.

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