Some energy funds delivered the best returns, while turmoil in Brazil and China caused their markets to underperform.
Category: Equities
BNP Paribas is positive on Chinese equities
The bank expects the Hang Seng Index (HSI) to generate moderate growth in 2022.
DBS overweight US and European equities
DBS said it will stay overweight US and European equities due to negative real rates and elevated equity risk premium (ERP).
BEA Union Investment recommends Asian stocks and high-yield bonds
The Hong Kong-based asset manager suggests investors can sail through inflation with a mixed asset investment strategy.
ETFs added to Hong Kong-China stock connect
The preparation work will take approximately six months to complete.
China to broaden stock connect with Switzerland and Germany
The country’s securities regulator has extended the scope of the Shanghai-London Stock Connect scheme.
RBC WM expects a recovery in China equities
Investors should focus on beneficiaries of China’s new growth model.
SSGA underweights China
The Boston-based firm sees the Sino-US rivalry and China’s regulatory tightening as major risks in the country.
Robeco is optimistic on Asia equities
Asian stocks, especially those in the sustainability space, are still undervalued, says the Dutch asset manager.
JP Morgan AM recommends income-oriented portfolio
The manager’s dividend fund is overweighting tech companies and European stocks.