However, the sector has experienced volatility and inconsistency.
Category: Equities
RHBAM launches enhanced income strategy
The RHB Asian Income funds feed into the Schroder Asian Income fund.
Federated Hermes: ‘vested interests in Korea resist change’
Jonathan Pines, lead portfolio manager for Asia ex-Japan at Federated Hermes, explains what it will take to tackle the Korea discount.
Fidelity launches an all-cap strategy in Asia
The fund managers expect to find uncorrelated, diversified opportunities across the range of market cap stocks.
Morningstar sees a structural shift in Asean investment landscape
New economy stocks are shifting the composition of Southeast Asia’s investible universe, says Morningstar.
HSBC GPBW backs China high dividend stocks
Cheuk Wan Fan, CIO Asia at HSBC GPBW believes the latest fall in China equity prices is a short-term technical pullback.
Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps
Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management’s Antony Creighton.
Robeco’s Wim-Hein Pals: Valuations in India are “outrageous”
The lead manager of Robeco’s $1.1bn Emering Markets Equity strategy shares his views on India, China and broader emerging markets with FSA.
Five equity income funds outperforming year-to-date
FSA looks at five income-focused global equity funds that are outperforming year-to-date.
Kasikorn AM partners with JPMAM for two global equity funds
The two funds feed into J.P. Morgan Asset Management active ETFs.
