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Fund selector poll: Trump is biggest challenge for Asia

Fund selector poll: Trump is biggest challenge for Asia
Donald Trump becoming US president after the November 8 elections poses the biggest challenge for Asia over the next 12 months.

That's according to fund buyers from Asia's leading financial institutions attending the fourth annual Citywire Asia investor retreat at the Mandarin Oriental hotel in Bangkok.

In a poll on Thursday, 55% of the delegates saw a Trump presidency as the biggest risk to Asian investors. Twenty-nine percent of the votes went to China’s further slowdown, which has now become an accepted reality.

A further rate hike by the US Federal Reserve and political/economic turmoil in Europe received 14% and 2% of the votes, respectively.

However, when asked who was most likely to become the next US president, 61% of the voters opted for Hillary Clinton over Trump.

Private equity leads the way

Furthermore, when asked which asset class within the alternative investments space delegates were optimistic about, private equity garnered the most votes (33%), followed by real estate (26%), which is a surprise for Asian investors, who are traditionally keen on real estate investing.

Hedge funds and Alt Ucits got 21% of votes each.

Asset allocation

Participants were also asked which equities they would like to increase their allocation over the next six months. Asia Pacific equities emerged as the clear winner, receiving 44% of the votes; while emerging market equities secured 28% of the votes.

Delegates also gave 19% of the votes to European equities; while global equities and North America equities received 6% and 3% respectively.

For bonds, none of the delegates wanted to increase their current allocation to European bonds, while 48% of the voters chose to increase allocation to emerging market bonds.

Asian bonds also received 35% of the votes; global bonds and US bonds got 15% and 3% respectively.  

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