Digitalisation, premiumisation, experience, urbanisation and wellness are driving the Asia consumption story.
Category: Equities
JPMAM warns of possible sector rotation
Investors are recommended to diversify technology stocks with value names when the pandemic situation improves.
Value Partners promotes healthcare fund in HK
Separately, China Life Franklin Asset Management is expected to roll out its Short Term Bond Fund in Hong Kong.
BNPP AM’s ESG thematic AUM nearly doubles
The firm’s water and energy transition strategies continue to be popular among investors globally.
Are European equities set to rise?
Sky-high tech stock valuations in the US are making investors nervous.
Schroders turns cautious towards China stocks
The firm’s China mixed-asset product has slightly trimmed down its equity allocation.
Going off benchmark in India
While financial services and technology continue to be popular sectors in India equities, First State Investments finds opportunities in other parts of the market.
Will the gaming theme continue post Covid-19?
ETFs investing in the video games and e-sports industry have returned around 40% since January.
Blackrock launches HK-listed ETF feeder
The iShares ETF listing on the Hong Kong Stock Exchange follows the relaxation of the master-feeder regime late last year.
Chinese investors snub bond, money market funds
Meanwhile, newly launched equity funds have continued to attract assets from investors.
