In a post-Covid Asia, capital investments in smart infrastructure, digitisation, automation and environmental imperatives will shape the equities landscape, says Pinebridge Investments.
Category: Equities
Mutual Fund Top Trumps – Greater China equities
This week FSA presents a quick comparison of two Greater China equities products: the Allianz All China Equity Fund and the JP Morgan Greater China Fund.
Deutsche Bank backs North Asia equities
Investors should be allocating to Asia ex-Japan equities rather than developed market stocks over the next six- to 12-months, according to Deutsche Bank International Private Bank (IPB).
Multi-pronged routes to value
Investors need to understand how to combine the many ways to approach value investing and the various qualities of growth-oriented companies, according to a Franklin Templeton webinar.
DWS bullish on Asia earnings growth
The asset manager’s CIO expects emerging Asia to be the most promising investment region over the next 12 months and longer term.
Investors eye quality in EM equities
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.
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.
