Cyclically exposed companies will continue to benefit from strong economic growth and global reopening, said T Rowe Price.
Category: Asset Class in Focus
Value equities will benefit from decarbonisation in EM
Investors should take a “disciplined value approach” when investing in emerging markets (EM), according to Eastspring Investment.
China stocks remain on investors’ radar
Assets invested in China grew 34% in 2020, underlining the continued appeal of Chinese equities, Cerulli’s annual global markets report finds.
Investors should brace for more China anxiety
The China internet, housing and education sectors are likely to continue to be affected by tougher government policies, says Amundi.
Axa IM trusts in China’s structural themes
Axa Investment Managers (IM) believes the recent regulatory actions will not overshadow the long-term growth opportunities in Chinese equities.
Value Partners bets on strong structural growth names
Technology hardware and Chinese healthcare equities should outperform during the rest of the year, said the asset manager.
Accessing Asian 5G innovation: three key portfolio themes
With the region emerging as the new Silicon Valley, investors can tap into a rapidly-expanding number of homegrown firms with innovative technologies and business models – and also long runways of growth, says Neuberger Berman.
Investors shift to mixed asset funds amid equity volatility
Hong Kong and Singapore investors became more cautious in the second quarter, according to Morningstar Direct.
Amundi launches EM green bond fund
The fund is the first emerging market-focused green bond fund approved in Hong Kong.
