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.
Category: Equities
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).
Dynamics driving Japanese equities
Unlike in other developed markets, inflation remains muted at 1.2%
Navigating through rate hikes
Asset managers shared their thoughts on how to position themselves amid higher inflation and slower global growth at the recent FSA Spotlight On: Equities event.
Quality stocks to flourish amid high inflation
Based on previous periods of high inflation, solid growth equities should deliver attractive performance, according to BNY Mellon Investment Management (BNY Mellon IM).
Genomics gain ground in investor portfolios
Investor interest in companies engaged in gene-based drug development is growing, according to Invesco.
Schroders targets tech-driven themes
Smart cities, healthcare innovation and automated manufacturing are key trends for investors to tap into within the thematic universe, says Schroders.
