“[A] word of caution is warranted following the stellar performance of Chinese equities over the past year or so. “Today A-shares trade at or above a 20x multiple and look simply expensive. A correction would offer a welcome breathing pause,” the fund house said in its asset allocation strategy note. In the medium-term, the investment […]
Market turnover in Hong Kong broke a record this week as a multi-day rally continues. But according to Schroder Investment Management, the momentum is not based on fundamentals.
Top performing Asia ex-Japan equity funds show a significant allocation to India and China, suggesting a rare alignment of optimism about Asia’s two key economies.
European equities stand to benefit as the euro depreciates, but across developed and emerging markets, much hinges on governments delivering structural reforms, according to Giordano Lombardo, group chief investment officer at Pioneer Investments.
Part of the Mark Allen Group.
