A slightly more stable yet still uncertain outlook calls for agility to find new opportunities.
Category: Industry views
Real estate cracks don’t erode China’s longer-term investment case
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Greg Hirt at Allianz Global Investors discusses the impact of difficulties in China’s property sector.
This top performing value fund still sees ‘chunky upside’ in chip sector
Pictet’s Young Jae Lee is still overweight semiconductor stocks despite taking profits recently.
HSBC GPB: cast a wider net to seize equities potential
The firm’s outlook for the rest of 2023 encourages a look beyond the usual suspects into Asia’s structural shifts as well as US financials, healthcare, industrials and consumer discretionary.
Investors eye pricing strategy to turn AI promise into profit
Equity investors should focus on companies with clear approaches to pricing in generative artificial intelligence to profit from this revolution, says AB.
abrdn’s Loh: ‘By no means do we think the wheels are falling off in China’
Henry Loh, head of Asia credit at abrdn, explains why he is less bearish on China than some of his peers.
Investors see silver lining from recession-led reset
A recession in Europe and the US should provide a boost for risk assets, according to Allianz Global Investors.
Where does the AI boom go from here?
Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.
Passive funds suffer pitfalls in short-dated credit
Fidelity International sees passive funds as sub-optimal for exposure to high-quality short-dated credit.
Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall.
