Equities Archives - Page 30 of 49

JPMAM favours Asia cyclical stocks and infrastructure

Asian equities are poised to bounce back as economies reopen, says the asset manager’s Apac strategist.

Exposures to India will help stock pickers to add alpha, according to Eastspring Investments.

The wealth manger expects China tech stocks to prove resilient amid rising geopolitical risks.

As global risk-off sentiment makes bad situation worse for EM equities.

The fund provides access to companies in Europe, Australasia and Far East.

JP Morgan Asset Management remains confident about structural trends in the region.

Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull.

Beijing’s monetary easing policies could make China markets a profitable contrarian trade.

DWS believes markets will be turbulent, but its base scenario remains positive.

But there is a difference between growth-at-any price tech and growth tech at a reasonable price.