The firm is encouraged by earnings upgrades and lower valuations amid interest rate volatility and rising virus cases.
Category: Equities
Will stay-at-home stocks still be relevant in a post-Covid world?
Valuations have also become expensive.
China equity markets enter fragile phase
Reduced liquidity and the clampdown on tech giants is making investors nervous.
JPMAM trims EM in multi-asset portfolios
Cyclical markets in Asia, such as Japan, are expected to outperform.
Will Asia’s dividend-paying companies recover this year?
Value Partners expects corporate earnings in the region to grow 25%, which should increase equity dividends.
Morningstar warns about ARK Innovation ETF risks
The fund research firm’s report emphasises an ad hoc investment process highly dependent on its founder fund manager.
HSBC PB adjusts asset allocation strategy for recovery
The bank is overweight on cyclical sectors and favours emerging markets.
Is it finally the era of Asian dominance?
With so much attention on the rise of China, many investors often overlook India.
Net outflows from Chinese equity ETFs continue
Hong Kong-domiciled ETFs tracking onshore and offshore Chine indices have suffered year-to-date outflows of $400m and $200m respectively, according to Morningstar.
Impact investing should be ‘mission-driven’, Regnan says
Ex-Federated Hermes team is bringing its new impact strategy to Asia. Regnan is also hiring Fidelity PMs to manage a sustainable water and waste strategy.
