Investors should take a “disciplined value approach” when investing in emerging markets (EM), according to Eastspring Investment.
Category: Equities
China stocks remain on investors’ radar
Assets invested in China grew 34% in 2020, underlining the continued appeal of Chinese equities, Cerulli’s annual global markets report finds.
Investors should brace for more China anxiety
The China internet, housing and education sectors are likely to continue to be affected by tougher government policies, says Amundi.
Axa IM trusts in China’s structural themes
Axa Investment Managers (IM) believes the recent regulatory actions will not overshadow the long-term growth opportunities in Chinese equities.
Value Partners bets on strong structural growth names
Technology hardware and Chinese healthcare equities should outperform during the rest of the year, said the asset manager.
Singapore investors start early
Equities are the most popular choice among investors aged between 18 and 35 in Singapore, a Franklin Templeton survey found.
Asean sees positive sentiment shift
Following recent underperformance in the region as a result of the impact of the pandemic, the longer-term outlook is now looking brighter, according to Eastspring Investments.
Global equities face choppy waters
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.
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.
