Kai Kong Chay, Greater China equities senior portfolio manager, said he is selectively buying cyclical Chinese commodity stocks.
Category: Asset managers
JPM AM: Yield can be found
Emerging market debt and Asian equities, in particular Hong Kong stocks, still offer yield at acceptable valuations, according to JP Morgan Asset Management’s latest quarterly outlook.
EM dividends are here to stay – JP Morgan AM
If investors want proof that the emerging markets rally has taken root, they should look no further than the sector’s dividend sustainability potential, according to JP Morgan Asset Management’s Omar Negyal.
UBS AM says Tencent story only beginning
The example of Tencent shows that expensive valuation and great performance can co-exist, said Bin Shi, China equities strategies lead portfolio manager at UBS Asset Management.
Time to buy Asian equities – JP Morgan AM
Asian bonds might offer better returns in the short run, but it is equities investors should look at in the long term, said JP Morgan Asset Management Asia chief market strategist Tai Hui.
LO believes EM equities set for multi-year bull run
Brexit-fuelled uncertainty has highlighted the growth potential of emerging markets equities and could signal the start of a multi-year bull run, said Didier Rabattu, head of global equities at Lombard Odier Investment Managers.
Asset managers weigh in on Brexit outcome
Opinions from Vontobel, Manulife AM, Pictet AM and JP Morgan AM say a Brexit is unlikely. But just in case…they join in the flood of forecasts on what happens after a leave vote.
M&G likes US banking sector
The firm’s multi-asset team has a high conviction call on US banks, which some investors see as a contrarian view, according to Craig Moran, deputy portfolio manager at M&G Investments.
Citi joins the EM bulls
Citi’s house view has recently moved to overweight emerging market equities from underweight.
Pinebridge sees tech transfer driving Asian equities
Higher-end manufacturing and tech innovation are what to look for in China, India and Southeast Asia, according to the firm.
