The performance track record of emerging markets (EM) stocks over two decades highlights the need to stay allocated and ride inevitable market volatility, said EM equities specialist Sammy Suzuki.
Author Archives: Andrew Crooke
As a business journalist and editor for over 20 years, Andrew has far-reaching experience across financial services. For the majority of this time, he has run online content, publications, events and bespoke projects across Asia Pacific & the Middle East – both for large publishing houses as well as family-run, entrepreneurial firms. Andrew has also written two books focused on the private banking and wealth management sector - "How to Prosper in the New World of Asian Wealth Management: A Best Practice Guide", and "Winning Relationships in Asian Wealth. Connect with him on LinkedIn here.
T. Rowe Price: Finding defensive winners in evolving markets
Portfolio manager Adam Marden reveals how a new risk environment has changed the defensive merits of various assets – boding well for certain commodities, healthcare stocks, short-dated US Treasuries and even cash.
SSGA: Opt for active, defensive equity in an era of disruption
Active, defensive equity allocations offer a potentially lucrative way to navigate explosive technological change amid the democratisation of artificial intelligence (AI), believes senior portfolio manager Chee K Ooi.
Fidelity: Contrarian approach unearths value in overlooked Asian names
Portfolio manager Nitin Bajaj identifies opportunities in smaller companies in China and Indonesia, based on attractive valuations, structural growth drivers and market dislocation.
Franklin Templeton: Dividends offer new dimension to portfolios
Current market turbulence has led to a revival in interest in dividend investing, spurred by a desire for steady income and a hedge against volatility, says index specialist Dina Ting.
Malaysian, Thai sentiment shows investor caution
Polls taken at FSA’s events in Kuala Lumpur and Bangkok last week highlight some common investment themes yet diversity in approaches.
BlackRock: Mega forces to drive allocations
Structural shifts and core longer-term themes are creating opportunities across sectors and regions today.
DBS: Put excess cash to work
Quality will count in the last quarter of 2023 in both equity and bond markets.
Pictet tips Indian equities to outpace EM peers
A new dawn for Indian stocks should see them form a bigger part of global portfolios.
Investors eye EV sector to drive returns
The commitment in Asia to a low-carbon future should present opportunities for investors across the electric vehicle ecosystem.
