As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Chris Kushlis at T Rowe Price, discusses the impact of monetary policy in emerging markets.
Category: Asset Class in Focus
China weakness paves way for selective upside
A bottoming out of the domestic equity market is stirring some optimism in the internet and consumer sectors.
Nimble investing steers Franklin Templeton to alts
A slightly more stable yet still uncertain outlook calls for agility to find new opportunities.
Real estate cracks don’t erode China’s longer-term investment case
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Greg Hirt at Allianz Global Investors discusses the impact of difficulties in China’s property sector.
Private credit appetite spurs more customised funds
A new report shows investors getting more tailored exposure to this expanding US$1.5trn market amid greater demand.
This top performing value fund still sees ‘chunky upside’ in chip sector
Pictet’s Young Jae Lee is still overweight semiconductor stocks despite taking profits recently.
Value funds among best performing Japanese equity strategies year-to-date
FSA takes a look at the best performing Japanese funds year-to-date amid strong inflows into the region.
Asian real estate to reward patient investors
New research points to sectors like retail and office showing signs of improving fundamentals and stability.
How does Japan’s yield curve control policy shift change the outlook for Japan?
At the end of last month, the Bank of Japan surprised markets by effectively raising the threshold for 10-year JGBs in its controversial yield curve control policy. While this may seem on the face of it a headwind for the country’s soaring stock market, the reality is more nuanced.
HSBC GPB: cast a wider net to seize equities potential
The firm’s outlook for the rest of 2023 encourages a look beyond the usual suspects into Asia’s structural shifts as well as US financials, healthcare, industrials and consumer discretionary.
