Investors beat a constant retreat from beleaguered China stocks as they await reassurance from Beijing.
Category: Asset Class in Focus
BlackRock finds opportunities in Asia bonds
BlackRock’s Neeraj Seth also explains why the US investment giant favours Australia and India currently.
Lombard Odier: Tech giants are becoming geostrategic for US
As the race to develop AI heats up, the US tech giants are becoming important strategic bulwarks for the world’s largest economy.
Manulife IM: Central banks will cut even with inflation above target
Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
Mutual Fund Top Trumps: Japan Equities – 25 January 2024
This week FSA presents a quick comparison of two Japan equity funds: Eastspring Inv Japan Dynamic and Fidelity Japan Value.
Will healthcare be the top investment theme in 2024?
The Novo Nordisk share price is up 51% over the past year, while Eli Lilly is up 84%.
How AI has given this fund management house an edge
UOB Asset Management’s head of investment technology Paul Ho tells FSA about how implementing AI into their process has helped their Asian strategy outperform in 2023.
Value Partners inks partnership with VSFG for virtual assets in Hong Kong
The Hong Kong-based companies plan to launch a spot bitcoin ETF in Hong Kong later this year.
Janus Henderson’s Gibson: Don’t stand in the way of the Fed
Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
M&G backs Asian assets
On a global basis, the UK asset manager prefers fixed income to equities this year.
