A wave of revolutionary new technologies is set to transform the way we travel from A to B. Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
Category: Asset Class in Focus
DBS doesn’t write off China
There are plenty of investment opportunities in China amid the regulatory onslaught and Sino-US trade war, according to the Singapore bank.
Patience needed to weather China volatility storm
Chinese markets will stay unstable for the rest of the year as policy makers’ intentions remain uncertain, says JP Morgan Asset Management’s (JPMAM) Apac strategist.
T Rowe Price seeks durable companies
The Baltimore-based asset manager believes high inflation to be temporary, and it tilts towards technology companies.
Southbound bond connect off to a steady start
The long-delayed launch of the southbound channel saw $619m of volume on the first day of trading.
Tech WELLcovered | Work reimagined
To drive long-term investment excellence, investors need a more holistic mindset to uncovering investable opportunities within the tech and innovation space. Looking beyond the technology itself and examining the multifaceted impact of innovation on our lives may be the key to future-proofing and unlocking portfolio potential.
ASI keeps faith in China equities
Despite the regulatory onslaught, there is value in Chinese stocks, according to Aberdeen Standard Investments (ASI).
Bond managers react differently to Evergrande debt crisis
Despite the drop in prices, some fixed income managers increased exposure to the Chinese property developer during the past two months, said Morningstar.
Ninety One finds value in China bonds
China’s fixed income market offers defensive assets with attractive returns amid equity market volatility.
Thematic investment opportunities and risks
As part of our Spotlight On: Innovation, Fund Selector Asia spoke to our partners over a two-part series. This is part two, where we look at Thematic investment opportunities and risks.
