Cherry Reynard, Author at Fund Selector Asia

Headwinds fail to dampen China’s long-term appeal

Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull.

Covid and a decade of loose monetary policy have battered income investors.

The World Gold Council suggests relationship between the precious metal and prices is imperfect at best.

The biggest problem may be that risk appetite doesn’t revive and they struggle to draw in cautious investors.

The long-term underperformance of global equity income funds is significant.

Scarcity of yield has caused a lot of capital to chase relatively few assets and left valuations stretched.

US Treasury yields have spiked this year as bond market participants prepare for the inflation that might accompany a consumer spending splurge.

Sky-high tech stock valuations in the US are making investors nervous.

Small and mid-caps were cut and the portfolio has a high level of cash, says manager of its Indian subcontinent fund.

The ‘high conviction’ Pictet Indian Equities Fund is focused on financials and technology.