Several themes are shaping the outlook for Asian equities, from regulatory crackdowns and localised lockdowns in China, to supply chain disruptions and rising inflation.
Category: Equities
Fidelity favours dividend-based Asia strategy
Investing in dividend-paying stocks offers access to attractive yields and diversity versus a typical Asia growth fund, according to Fidelity International.
Green growth set to boost equities
Performance and potential will continue to be strong drivers of green equities within global portfolios, according to research from FTSE Russell.
M&G tips value for long-awaited comeback
The fund manager identifies key reasons why investors should look at the current value rally as more than just a blip.
Emerging nations offer compelling case for clean energy
The drive to decarbonise will lead to a growing number of companies in developing nations providing a wider range of renewable solutions, according to BNY Mellon Investment Management (BNY IM).
Mutual Fund Top Trumps – China Equities
This week FSA presents a quick comparison of two China equity products: the Allianz China A-Shares Fund and the Schroder ISF China A Fund.
Schroders targets long-term in Asia tech
Although Asian semiconductor and IT stocks have had a turbulent few months, Schroders sees the sector as a long-term winner.
Pictet AM reduces exposure to Chinese equities
The country’s worst covid outbreak is causing disruption to the economy.
Value investors eye renewed potential in Asia
Market dynamics support value investing in the region, with cyclical, old economy and financial stocks the likely beneficiaries, according to Eastspring Investments.
Deutsche eyes brighter Asean future
Positive economic growth drivers for the region bode well for asset and sector selection, according to Deutsche Bank International Private Bank (Deutsche Bank IPB).
