Multi-year trends will support Chinese equity prices and provide a buffer against rising Sino-US tensions, according to JP Morgan AM’s Joanna Kwok.
Category: Asset Class in Focus
Indosuez WM tips CGBs as safe haven
US exceptionalism is coming to an end, so global investors must find new stable stores of value, according to Indosuez’s Asia head of capital markets.
GAM puts faith in digital tech
The post-coronavirus world is a powerful opportunity for the disruptive technology asset class, says GAM Investments.
UBS Wealth hits sustainable investment milestone
UBS now recommends sustainable over traditional investments for its private clients, and has seen sharp growth in ESG allocations in APAC.
Schroders turns cautious towards China stocks
The firm’s China mixed-asset product has slightly trimmed down its equity allocation.
Asian investors view China as “standalone” market
The majority of Asian investors agree that China is now too big to be absorbed in the broad emerging market asset class, according to a recent survey.
Blackrock joins Hang Seng Tech bandwagon
The firm becomes the fourth manager in Hong Kong that will be offering an ETF investing in technology stocks listed in the SAR.
Can Asia financials provide growth opportunities?
JP Morgan AM favours some banks in emerging Asia, as well as stock exchanges and insurance firms.
GAM stresses China equity growth prospects
Pragmatic Sino-US relations and a strong post-Covid-19 investment thesis support China equities, argues GAM investment manager.
The year of living dangerously for income investors
Aviva Investors’ Francois de Bruin reflects on a momentous period for economies and markets.
