Higher corporate earnings as the economy recovers underpins China stocks, according to Robeco.
Category: Industry views
Pandemic attracts Asia’s wealthy to DPM
Banks want to grow their DPM businesses as they face pressure from low interest rates and increased competition from fintech and asset managers.
Will the tech rally continue in 2021?
Lombard Odier is advising investors to have a balanced portfolio consisting of cyclical and growth stocks.
Fidelity rotates into recovery stocks
The re-opening of economies next year provides opportunities in unfavoured sectors, according to Fidelity International.
UBS AM banks on economic recovery
In a low yield environment, investors are advised to look at alternative sources of income, according to UBS Asset Management.
ASI picks Asia as a Covid survivor
A fast response to coronavirus and positive structural trends will support Asian assets next year, according to Aberdeen Standard Investments (ASI).
Invesco manager avoids Southeast Asia equities
Digitalisation, premiumisation, experience, urbanisation and wellness are driving the Asia consumption story.
JPMAM confident on China healthcare theme
Import substitution and market consolidation is transforming China’s healthcare sector, according to JP Morgan Asset Management.
UBS Wealth defends China tech valuations
The sector is expected to deliver earnings growth of 25-30% in the next 12-18 months.
A look at Eastspring’s ESG bond matrix
A proprietary, risk-based ESG approach provides downside protection and generates superior performance, according to an Eastspring fixed income fund manager.
