Monetary easing and fiscal stimulus will continue to support equity markets, despite the coronavirus threat, according to Invesco’s Asia strategist
Shanghai-Hong Kong-Shenzhen-themed mutual funds are getting strong inflows as mainland investors worry about RMB risk and the property market.
Global growth, the reflationary environment and the transition from monetary to fiscal policy make global equities attractive, especially in Asia, according to Belinda Boa, Blackrock’s head of active investments for Asia Pacific.
China’s A-shares are expected to enjoy near-term support from accommodative policies and the Shenzhen stock connect.
Stock markets might face an “A-shape” retreat in the second quarter of this year after a sharp rebound earlier, Standard Chartered said.
“[A] word of caution is warranted following the stellar performance of Chinese equities over the past year or so. “Today A-shares trade at or above a 20x multiple and look simply expensive. A correction would offer a welcome breathing pause,” the fund house said in its asset allocation strategy note. In the medium-term, the investment […]
Market turnover in Hong Kong broke a record this week as a multi-day rally continues. But according to Schroder Investment Management, the momentum is not based on fundamentals.
Top performing Asia ex-Japan equity funds show a significant allocation to India and China, suggesting a rare alignment of optimism about Asia’s two key economies.
European equities stand to benefit as the euro depreciates, but across developed and emerging markets, much hinges on governments delivering structural reforms, according to Giordano Lombardo, group chief investment officer at Pioneer Investments.