While remaining overweight in the equity space, those companies with high quality earnings and strong growth should outperform, says Union Bancaire Privée (UBP).
Category: Asset Class in Focus
China poised for slower growth
Rising inflation and supply chain disruption stemming from Covid-19 will lead to slower than expected growth in China in the short term, according to BNP Paribas.
HSBC AM makes alts push with new real estate team
A new direct real estate team at HSBC Asset Management (HSBC AM) is part of the bank’s strategy to build out its alternatives business across Apac.
Asian high yield on path to ESG upgrades
Despite their relatively lower rating today, real estate companies are on an upward ESG trajectory in Asia’s bond market, argues Haitong International (Haitong) and Tabula Investment Management (Tabula).
Pictet backs China bonds and stocks
With leading indicators for China suggesting only a temporary economic slowdown, there is reason for optimism in terms of the fixed income and equity markets, according to Pictet Asset Management (Pictet AM).
T Rowe Price reflects on China credit
The US asset manager is wary of risks among Chinese property developers and state-owned enterprises (SOEs).
Indosuez WM turns neutral on China
Indosuez Wealth Management (WM) expects risks to persist for Chinese equities.
SFC gives green light to two Pictet ESG funds
The Pictet Global Thematic Opportunities Fund and the Pictet Human Fund are the latest additions to the Securities and Futures Commission (SFC) green fund list.
Hong Kong investors expect unrealistic returns
Schroders’ latest global investor study shows that despite the turmoil caused by the pandemic, Hong Kong investors expect outsized stock market returns.
HKEX to launch China A-share futures
The Hong Kong stock exchange has signed a license agreement with MSCI to launch an index futures product linked to onshore Chinese shares.
