Cherry Reynard, Author at Fund Selector Asia

The trials and tribulations of investing in European equities

Will a rate hike pause from the ECB be enough to improve European stock market performance?

Bad news for China doesn’t have to be bad news for Asia overall.

Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term.

With spreads falling despite the recession risk, do they adequately compensate investors?

China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index.

Fund managers discuss where they are finding the most attractively-valued stocks.

There will be big losses made by investing in AI, as well as profits.

2022 was hailed a year of revival for value strategies, but they have been comprehensively outpaced by growth strategies to date in 2023.

Chinese companies are optimistic about growth prospects but investors are already curbing their enthusiasm.

Investment picture is complex due to the wide variation in the countries forming the asset class.