A bottoming out of the domestic equity market is stirring some optimism in the internet and consumer sectors.
Category: Equities
This top performing value fund still sees ‘chunky upside’ in chip sector
Pictet’s Young Jae Lee is still overweight semiconductor stocks despite taking profits recently.
Value funds among best performing Japanese equity strategies year-to-date
FSA takes a look at the best performing Japanese funds year-to-date amid strong inflows into the region.
How does Japan’s yield curve control policy shift change the outlook for Japan?
At the end of last month, the Bank of Japan surprised markets by effectively raising the threshold for 10-year JGBs in its controversial yield curve control policy. While this may seem on the face of it a headwind for the country’s soaring stock market, the reality is more nuanced.
HSBC GPB: cast a wider net to seize equities potential
The firm’s outlook for the rest of 2023 encourages a look beyond the usual suspects into Asia’s structural shifts as well as US financials, healthcare, industrials and consumer discretionary.
BNPP sees year-end rally in Chinese equities
The bank favours the Hang Seng Technology index over the broader main indices.
Europe’s resilience creates allure for stock buyers
State Street Global Advisors says investors should look closer at the region as it continues to surprise favourably despite recent economic and geopolitical challenges.
Is an equity-bond market correlation ‘the new normal’?
Equities and bonds moving in ‘virtual lockstep’ over the last year has ‘huge asset allocation implications’.
Global lens offers improved emerging market returns
Eastspring Investments says investors with exposure to Asian equities should also look globally for diversified emerging markets returns over the longer term.
Invesco favours contrarian view on Asia, emerging markets
Asia and emerging markets are fertile hunting grounds to capture opportunities before others do.
