Portfolio Adviser, Author at Fund Selector Asia

IA China/Greater China sector tops returns in July

Eight of the 10 highest-performing funds came from the sector, with Matthews China returning 10.43%.

Circular to shareholders expected to be published in September.

Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors.

Philipp Baertschi discusses where he is seeking opportunities across asset classes.

Could one of Asia’s fastest growing economies be due an upgrade from its frontier-market status?

Banks, semiconductors and ‘green capex’ offer some appealing opportunities in Europe.

Performance was boosted by ‘robust’ stock picking in the consumer space.

The merger is expected to be completed in the third quarter of 2023.

Asia small caps, energy, the Federal Reserve and deglobalisation are some of the areas touched on by industry experts in April.

In choppy and uncertain markets, absolute return funds offer potential for positive returns.