JP Morgan Asset Management (JPMAM) expects the region to remain strong this year due to pent up local demand and post-Covid reopening.
Category: Equities
Stars aligning for Japanese equities
Margin growth, capital reduction from higher dividends and buybacks, and accelerated M&A trends all bode well for shareholder returns, according to M&G.
T Rowe Price bets on China reopening stocks
The prolonged Covid pandemic and stringent regulations are creating investment opportunities for investors in the long term, said the asset manager.
Food shortages feed new investor appetite
The innovation and investments needed to feed a growing global population in the face of climate change and geopolitical conflict are creating new opportunities, according to Franklin Templeton.
Healthcare stocks offer defence against inflation
Janus Henderson Investors (JHI) sees opportunities in underappreciated, late-stage development and early-stage commercial stocks in the healthcare sector.
Schroders backs selective stock buying
Following a difficult period for global shares, Schroders says investors need to watch the latest earnings season, both for opportunities as well as clouds.
Value revival in EM equities suggests recovery potential
Regardless of the headwinds in 2022 so far, value stocks within emerging markets (EM) have held up relatively well with an eye on the dormant recovery potential, according to AllianceBernstein (AB).
HSBC GPB sets out diversification strategy
The wealth manager focuses on quality earnings among global equities, and is positive on credit.
China could prove fertile ground for bargain hunters
And as the growth vs value debate rumbles on – investors could be better served seeking quality
Barings backs Asian equities amid volatility
Several themes are shaping the outlook for Asian equities, from regulatory crackdowns and localised lockdowns in China, to supply chain disruptions and rising inflation.
