Investing in the asset class is different from investing in the Japan economy, according to an FSSA IM portfolio manager whose Japan fund has soared above its benchmark and sector.
Category: Equities
Axa remains confident about Asia secular trends
The Covid-19 pandemic will accelerate structural shifts already underway and confirm long-term investment themes, according to Axa Investment Managers.
Pictet promotes digital theme
Enforced online working, shopping and playing has given a boost to the evolution of the digital economy, according to Pictet Asset Management.
SSGA warns on recent stock recovery
The firm has a preference for US large-caps over small-caps and European equities.
How a top China small cap fund reduces risk
A ‘healthy dose of paranoia’ has helped Tiffany Hsiao keep her fund top of the heap over multi-year periods.
Will Asia outperform globally?
The region is expected to be the first to recover from the pandemic, but investors are still cautioned from being too optimistic of the markets.
Pictet WM warns on pandemic themes
Not all companies in the healthcare and IT space are benefitting from the coronavirus outbreak.
UBS GWM favours credit over equities
The Swiss firm expects a pick-up in economic activity in the second half of this year, but finds more value in quality bonds than broad equity markets, according to its Apac CIO.
Few equity funds above water in Q1
In Singapore and Hong Kong universes, 0.33% of equity funds delivered positive returns when markets collapsed.
Pictet fund increases Asia consumer exposure
The March sell-off is presenting further buying opportunities in Asian equities, according to Pictet AM.
