APAC: Global Insights 2021

亞太區 ASIA PACIFIC

2021全球投資展望 / GLOBAL INSIGHTS 2021

Watch video Q&As with our specialists on FX, Funds, Private Equity, Equity Markets and Fixed Income. Available in English and Chinese.

To know more about our asset class strategies and 2021 investment themes contact your Relationship Manager, or write to us today.  

Q1: Now that the uncertainty over US Elections is over, do you think the USD will regain some strength?

MAND - 問題1:現在,美國大選已經塵埃落定,您認為美元會再度走強嗎?

CANT - 問題1:現在,美國大選已經塵埃落定,您認為美元會再度走強嗎?

Q2. What should I diversify into? Is it too late to buy AUD or EUR given how much they’ve already moved?

MAND -問題2:我應該作出哪些多元化布局?在貨幣大幅波動下,現在買進澳元或歐元是否為時已晚?

CANT - 問題2:我應該作出哪些多元化佈局?在貨幣大幅波動下,現在買入澳元或歐元是否為時已晚?

Q3. What do you think of gold, now that the market is no longer risk-off? How about silver? Is it a good substitute for gold?

MAND - 問題3:現在市場不再處於規避風險的模式,您對黃金有何看法?白銀的前景如何?會是黃金的良好替代品嗎?

CANT - 問題3:現在市場不再處於避險的模式,您對黃金有何看法?白銀的前景如何?會是黃金的良好替代品嗎?

Q4. What do you think of GBP here? How would you position for the current uncertainty?

MAND - 問題4:您對英鎊有何看法?您如何作出佈局以應對當前的不確定性?

CANT - 問題4:您對英鎊有何看法?您如何作出佈局以應對當前的不確定性?

To learn more about our FX strategies, write to us and we will answer back soon.

Q1. What is the investment proposition for investing in China via a multi asset fund route?

MAND - 問題1:透過多元資產基金投資於中國,將為投資人帶來甚麼價值?

CANT - 問題1:透過多元資產基金投資於中國,將為投資者帶來甚麼價值?

Q2. As we emerge from a post crisis year, where do you think are areas of interesting credit opportunities and how will you access them?

MAND - 問題2:隨著我們踏入新一年及擺脫疫情危機,您認為哪些領域存在具吸引力的信用機會?您將如何把握這些機會?

CANT - 問題2:隨著我們踏入新一年及擺脫疫情危機,您認為哪些領域存在吸引的信貸機會?您將如何把握這些機會?

Q3. What does energy transition mean? Who are the winners and losers of energy transition?

MAND - 問題3:能源轉型意味著甚麼?哪些產業是能源轉型的贏家和輸家?

CANT - 問題3:能源轉型意味著甚麼?哪些行業是能源轉型的贏家和輸家? 

To learn more about our Funds strategies, write to us and we will answer back soon.

Q1. Why is there a significant shift in allocation to private investments by institutional investors such as endowments, pension funds, insurance companies and even sovereign wealth funds and more recently high net worth individuals?

MAND - 問題1:為甚麼機構投資人,例如校務基金、退休基金、保險公司甚至主權財富基金,以及最近就連高資產淨值人士都對私募投資配置作出重大調配?

CANT - 問題1:為何機構投資者,例如捐助基金、退休基金、保險公司甚至主權財富基金,以及最近就連高資產淨值人士均對私募投資配置作出重大調配?

Q2. Why does BNP Paribas believe that there are significant opportunities in real estate?  What are the alternatives available to invest in this asset class?

MAND - 問題2:為甚麼法國巴黎銀行認為房地產領域提供重大機遇?這個資產類別有哪些替代選擇可供投資?

CANT - 問題2:為何法國巴黎銀行認為房地產領域提供重大機遇?這個資產類別有哪些替代選擇可供投資?

Q3. What is BNP Paribas’ highest conviction in the private investment/alternative space beyond the traditional private equity and real estate?

MAND - 問題3:除了傳統的私募股權及房地產外,法國巴黎銀行對哪些私募投資/替代選擇的信任度最高?

CANT - 問題3:除了傳統的私募股權及房地產外,法國巴黎銀行對哪些私募投資/替代選擇的信任度最高?

To learn more about our PE and Real Estate strategies, write to us and we will answer back soon.

Q1. What do you think about the IPO fever? Can it last into 2021?

MAND - 問題1:您對首次公開募股(IPO)的熱潮有何看法?這股熱潮能否在2021年持續?

CANT - 問題1:您對首次公開招股(IPO)的熱潮有何看法?這股熱潮能否在2021年持續?

Q2. Cyclical stocks vs growth stocks – which one shall I buy now?

MAND - 問題2:景氣循環股相對增長股 - 我現時應該買進哪一類股票?

CANT - 問題2:景氣循環股相對增長股 - 我現時應該買進哪一類股票?

Q3. Is Anti-trust law a concern for tech giants?

MAND - 問題3:反壟斷法會否對科技巨擘構成問題?

CANT - 問題3:反壟斷法會否對科技巨擘構成問題

To learn more about our Equity Market strategies, write to us and we will answer back soon.

Q1. What’s the impact of China government’s three red lines policy on property companies?

MAND - 問題1:中國政府設置「三道紅線」政策對房地產公司有何影響?

CANT - 問題1:中國政府設置「三道紅線」政策對房地產公司有何影響?

Q2. What’s the implication of China recent onshore SOE default?

MAND - 問題2:近日中國境內國有企業違約有何啟示?

CANT - 問題2:近日中國在岸國企違約有何啟示?

Q3. How about Asia credit valuation?

MAND - 問題3:亞洲信用估值又如何?

CANT - 問題3:亞洲信貸估值又如何? 

To learn more about our Fixed Income strategies, write to us and we will answer back soon.

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arnaud tellier

ARNAUD TELLIER

CEO, Asia Pacific
BNP Paribas Wealth Management

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Arnaud Tellier is CEO, Asia Pacific at BNP Paribas Wealth Management. In this capacity, he is responsible for defining and implementing the strategic objectives for the wealth management franchise in Asia.

This position follows his most recent role as Head of Wealth Management, Singapore and Southeast Asia. He has held prior leadership roles as Head of Investment Services, Asia from 2015 to 2018 and CEO, BNP Paribas Wealth Management in Singapore from 2013 to 2015.

Arnaud comes to this role with a solid background of more than 20 years in capital markets and through various senior positions in Corporate and Investment Banking, as well as Wealth Management, across Europe and Asia.

Arnaud has held senior positions within the Group in London, Paris and Madrid. In 2002, he was appointed Regional Head of Corporate and Investment Banking–Northern & Central Europe and from 2006 to 2010, the CEO and Country Head for Greece. Arnaud was Head of Corporate and Investment Banking for Turkey from 2010 to 2013. 

arnaud tellier

GARTH BREGMAN

Head of Investment Services, Asia Pacific
BNP Paribas Wealth Management

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Garth is responsible for the regional Investment Services platform, and is a member of the Management Committee of Wealth Management Asia Pacific. Before taking on his current position, Garth was Head of Managed Assets, Asia, responsible for the regional Discretionary Portfolio Management (DPM) and Contractual Advisory (MyAdvisory) teams.

He has significant asset management and wealth management investment experience across multiple asset classes. 

prashant

PRASHANT BHAYANI

Chief Investment Officer, Asia Pacific
BNP Paribas Wealth Management

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Prashant joined BNP Paribas Wealth Management in January 2016 from J.P. Morgan Private Bank where he was a senior global investment specialist. He brings over 24 years of experience across asset classes in equity, fixed income, foreign exchange, and alternatives, having worked in Asia, United Kingdom and the United States in global financial institutions such as Cork Street Capital, Goldman Sachs Asset Management and Chase Manhattan Bank. 

chi lo

CHI LO

Senior Economist
BNP Paribas Asset Management

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Chi Lo joined BNP Paribas Asset Management in 2010 through HFT Investment Management (HK), a joint venture partner in China, where he was a CEO.

Prior to joining HFT, he was Head of Overseas Investment at Ping An of China Asset Management (HK) Ltd. Chi’s other positions in Asia included Asia Research Head for the British private property fund Grosvenor, Chief Economist and Strategist for Asia at Standard Chartered Bank and Research Director for Greater China at HSBC in Hong Kong.