As policy and liquidity tensions build, there is a growing threat they will disrupt the apparent calm in stock markets, according to T. Rowe Price.
Category: Equities
Tech opportunities emerge in post-pandemic Asia
Semiconductors and electric vehicles are two sectors likely to generate returns for investors in Asia, according to Aberdeen Standard Investments (ASI).
Apac investors fear inflation
Although most Apac investors feel optimistic about economic growth and stock markets, they will adjust their portfolios to counter rising inflation, according to a UBS Global Wealth Management (GWM) survey.
Schroders bets on European recovery
Rising corporate earnings will support European stocks, according to Schroders’ multi-asset team.
JOHCM takes China profits
A strongly performing JOHCM Asia ex-Japan fund has pared back its bets on China and built a hefty exposure to India equities.
Matthews Asia keeps faith in corporate China
Despite tougher regulatory scrutiny, China’s private sector will continue to offer investment opportunities, says Matthews Asia.
Deutsche Bank IPB is positive about China markets
Despite headwinds, Chinese equities and bonds offer opportunities for investors this year, according to the German wealth manager.
Selectivity to drive equities
After upgrading its global growth forecast for 2021 and predicting stable rates in the US and Eurozone for the next 18 months, DWS favours Asia emerging market equities and key sub-sectors.
FIFs boost Thai fund industry
China equity funds were the star attraction in the first half of the year, according to Morningstar.
Investors want better quality
The current macro backdrop will focus investors on quality, both in income and companies, as well as on alternative assets, as they plan their portfolios for the rest of 2021, says Franklin Templeton.
