Emerging market (EM) equities are poised for a strong earnings rebound, especially quality companies capable of managing the volatility in these economies, according to Matthews Asia.
Category: Equities
Look to India and China for uncorrelated assets
With a gain of 6.1% – the MSCI India Index was the top performer in May
HEAD-TO-HEAD: Fidelity versus Loomis Sayles
FSA compares two US equity products: the Fidelity America Fund and the Loomis Sayles US Growth Equity Fund.
HSBC PB pins hopes on Asia growth
Investors can position for the next phase of recovery via opportunities from digital transformation, sustainability and spending on IT and low-carbon infrastructure, according to HSBC Private Banking.
Citi PB bets on unstoppable trends
Despite the recent sell-off in new technology sectors, their growth trajectory is assured, according to Citi Private Bank’s Asia Pacific strategist.
Schroders takes long-term view on value
Not only do current levels of valuation dispersion suggest that value has plenty of upside – it can also offer protection in frothy markets, according to Schroders.
HEAD-TO-HEAD: Fidelity versus FSSA
FSA compares two India equity products: the Fidelity India Focus Fund and the FSSA Indian Subcontinent Fund.
Allocating to equities through an earnings lens
Despite general bullishness on the economy for the second half of 2021 and beyond, investors need to focus on corporate earnings, according to T. Rowe Price.
Getting ahead of the China growth curve
Investors should look beyond the lull in Chinese stocks and boost exposure to A-shares to reap growth-related rewards over time – and before index providers catch up, says Schroders.
China set for core role in global portfolios
The growing appeal of Chinese assets to foreign investors will result in overweight positions in domestic equities and bonds going forward, argues Amundi Asset Management.
