Regulatory crackdowns and a resurgence of Covid-19 in China cloud the region’s short-term outlook, argues the Canadian wealth manager.
Category: Asset Class in Focus
HEAD-TO-HEAD: JOHCM versus Threadneedle
FSA compares two UK equity products: the JOHCM UK Dynamic Fund and the Threadneedle UK Extended Alpha Fund.
Shenzhen clamps down on crypto trading firms
The local central bank branch has “cleaned up” the companies for providing illegal crypto trading activities, according to state-owned media reports.
Hong Kong tops world for retail share traders
57% of surveyed adults already own shares, while another 20% plan to jump on the bandwagon this year, according to a recent survey.
Value equities set for second wind
Cyclically exposed companies will continue to benefit from strong economic growth and global reopening, said T Rowe Price.
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.