AIA  - New CEO to Focus on China As Hong Kong Slows

Platinum Asset Management Placement -  Co-Founder Selling + Weak Earnings Momentum

Global Asset Managers Are Breaking Out -- Add Exposure

AIA (1299 HK): An All-Weather Compelling Play On China, Despite The Risks And Valuation

Silver Point

Thomas J. Monaco

Independent Insight Provider

Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

Asia Ex Japan

Equity Bottom-Up

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Strong Emerging Market Performance:Ashmore Group (Ashmore) [ASHM.LN] has delivered another strong quarter of net inflows while the outlook for emerging market flows for 2020 remains quite positive. </li>
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Risk to Ashmore:Market performance inevitably impacts assets under management (AUM), but also estimates of future flows which impact group revenues. The business model has  high operational gearing so the effect on profits would be exacerbated. </li>
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Strong Emerging Market Performance:Ashmore Group (Ashmore) [ASHM.LN] has delivered another strong quarter of net inflows while the outlook for emerging market flows for 2020 remains quite positive. 

Risk to Ashmore:Market performance inevitably impacts assets under management (AUM), but also estimates of future flows which impact group revenues. The business model has  high operational gearing so the effect on profits would be exacerbated. 


Ashmore Group - Emerging Market Flows Remain Robust