Concerns have started to emerge on valuations.
Category: Industry views
BlackRock: The Asia HY market ‘is now in a different place’
Stephen Gough, managing director, portfolio manager and head of the Asia Liquid Credit Platform at BlackRock, explains why the time is ripe for Asia high yield.
Asia private markets: a supply and demand puzzle
Asia fund selectors are positive about private markets, but deal flow and volumes indicate they’re also cautious.
Abrdn shifts to positive on EM equities on the back of China stimulus
The UK-headquartered asset manager said it is sanguine on Chinese equities despite last week’s sharp sell-off.
HSBC GPBW backs China high dividend stocks
Cheuk Wan Fan, CIO Asia at HSBC GPBW believes the latest fall in China equity prices is a short-term technical pullback.
Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps
Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management’s Antony Creighton.
AllianzGI: Technology stocks and cash aren’t the only game in town anymore
AllianzGI said in its fourth-quarter outlook that investors should not expect the M7 to continue to drive performance.
HSBC AM’s head of multi asset sees market volatility looming
Although recession will be avoided, economies are headed for a bumpy landing, according to Yigit Onat, head of multi-asset, Asia.
Is China at a turning point, or will it disappoint yet again?
Managers are divided on what China’s bold new stimulus package means for the nation’s future.
HSBC upscales Asia investment and wealth solutions division
HSBC’s Investment & Wealth Solutions has enjoyed an influx of new money as it expands its capabilities.
