PineBridge’s Hani Redha explains why fading momentum from China’s reopening is not a major concern.
Category: Equities
Fidelity’s Dale Nicholls backs China consumption recovery despite underwhelming reopening
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors.
Asian fixed income and equities show promise – HSBC AM
The divergence in the performance of key markets has triggered macroeconomic uncertainty and an ‘Out of Sync’ theme, say analysts from HSBC AM.
HEAD-TO-HEAD: Eastspring Investments versus JP Morgan
FSA compares the Eastspring Investments Unit Trusts Singapore Asean Equity fund and the JP Morgan Asean Equity fund.
Value in Japan? Where investors can still find mispriced opportunities
Fund managers discuss where they are finding the most attractively-valued stocks.
DWS downgrades outlook on emerging market stocks
The German asset manager’s global CIO also upgraded his outlook on US IG corporate bonds to outperform.
Mutual Fund Top Trumps – Indian Equities
This week FSA presents a quick comparison of two Indian Equities: JP Morgan India and Matthews Asia India.
Julius Baer eyes defensive, quality growth for equities exposure
The Swiss private bank sees pockets of opportunity in sectors which offer either defensive stocks in attractive markets or quality growth stocks such as IT and communications.
Mutual Fund Top Trumps – Apac ex Japan Equities
This week FSA presents a quick comparison of two Apac ex Japan equities by MFS Meridian and PineBridge.
PineBridge pinpoints three ways to add alpha in equities
Secular themes including near-shoring, increasing factory automation and rising net-zero spending offer promising return opportunities going forward, says PineBridge Investments.
