Investors will need to be brave to take advantage of the opportunities in Chinese equities.
Category: Industry views
EM consumers care more about sustainability
Credit Suisse Research Institute released a study showing young consumers are willing to spend on sustainable products and services.
RBC WM sees strong economic growth to support US equities
RBC Wealth Management likes the financials, energy and information technology sectors.
Morgan Stanley supports value rotation
Growth and US equities are most exposed to rising yields, argues the investment manager.
Indosuez WM expects modest returns from Asian equities
The firm is positive on China, Singapore and Korea, but is overall neutral towards Asia.
Manulife bets on emerging Asia
Emerging Asian markets are in a better position to withstand headwinds, argues Manulife Investment Management.
Diversify to buffer inflation
Eastspring backs commodities and Asia fixed income in year of volatility.
Mispriced credit opportunities in China
Lombard Odier has turned positive on China fixed income in anticipation of policy loosening.
Asia’s fund industry grows despite the pandemic
ESG and ETF funds are gaining momentum across the region.
