JP Morgan Asset Management (JPMAM) expects the region to remain strong this year due to pent up local demand and post-Covid reopening.
Category: Asset managers
Stars aligning for Japanese equities
Margin growth, capital reduction from higher dividends and buybacks, and accelerated M&A trends all bode well for shareholder returns, according to M&G.
T Rowe Price bets on China reopening stocks
The prolonged Covid pandemic and stringent regulations are creating investment opportunities for investors in the long term, said the asset manager.
Food shortages feed new investor appetite
The innovation and investments needed to feed a growing global population in the face of climate change and geopolitical conflict are creating new opportunities, according to Franklin Templeton.
Healthcare stocks offer defence against inflation
Janus Henderson Investors (JHI) sees opportunities in underappreciated, late-stage development and early-stage commercial stocks in the healthcare sector.
Schroders backs selective stock buying
Following a difficult period for global shares, Schroders says investors need to watch the latest earnings season, both for opportunities as well as clouds.
Value revival in EM equities suggests recovery potential
Regardless of the headwinds in 2022 so far, value stocks within emerging markets (EM) have held up relatively well with an eye on the dormant recovery potential, according to AllianceBernstein (AB).
Inflation offers new potential for infrastructure
An inflationary environment and the move to renewable energy sources bode well for certain infrastructure assets, according to BNY Mellon Investment Management (BNY Mellon IM).
T Rowe Price favours Asia credit
The investment manager believes Indonesia and India credits present better opportunities than China amid volatility.
Macro risks require nimble response
The confluence of risks stemming from inflation, recessionary fears and geopolitics calls on investors to stay nimble and seize any opportunities that rise, says Eastspring Investments.
