Digitalisation, premiumisation, experience, urbanisation and wellness are driving the Asia consumption story.
Category: Industry views
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.
Not so ‘sexy’ companies outperform in Asean
While the market is not dominated by tech leaders, investors can find growth opportunities in underpenetrated sectors, such as the consumer space.
Schroders nears full ESG integration
Schroders is nearing complete integration of ESG across its entire portfolio of assets –but it’s not about to stop there, says global head of product, solutions and quant Carolina Minio-Paluello
Asian families focus on the “S” in ESG
Impact investments made by wealthy families in the region have often been focused on improving poverty, according to Singapore-based multi-family office Maitri AM.
UBS Wealth hits sustainable investment milestone
UBS now recommends sustainable over traditional investments for its private clients, and has seen sharp growth in ESG allocations in APAC.
Schroders turns cautious towards China stocks
The firm’s China mixed-asset product has slightly trimmed down its equity allocation.
Can Asia financials provide growth opportunities?
JP Morgan AM favours some banks in emerging Asia, as well as stock exchanges and insurance firms.
