Beijing’s monetary easing policies could make China markets a profitable contrarian trade.
Category: Asset managers
Chinese stocks could hedge against Russia-Ukraine conflict
Pictet overweights China equities to take ‘advantage of attractive valuations’.
Manulife IM buys a stake in Arch Capital
The move is meant to enhance its real estate private equity investment business in Asia.
Chinese property sector remains gloomy
The path for recovery for the real estate sector remains bumpy despite relaxing policy.
Women encouraged to invest more
Female investors tend to align investments with values, a BNY Mellon Investment Management report finds.
Why the big tech rout is not over yet
But there is a difference between growth-at-any price tech and growth tech at a reasonable price.
AllianzGI completes purchase of Indonesian asset manager
The firm believes the acquisition will bolster its business in Asia.
Is 2022 the year of the toothless tiger?
Investors will need to be brave to take advantage of the opportunities in Chinese equities.
Morgan Stanley supports value rotation
Growth and US equities are most exposed to rising yields, argues the investment manager.
Manulife bets on emerging Asia
Emerging Asian markets are in a better position to withstand headwinds, argues Manulife Investment Management.