Although Asian semiconductor and IT stocks have had a turbulent few months, Schroders sees the sector as a long-term winner.
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Although Asian semiconductor and IT stocks have had a turbulent few months, Schroders sees the sector as a long-term winner.
Unlike in other developed markets, inflation remains muted at 1.2%
Significantly divergent monetary policies could give them an edge over western economies.
The two businesses will continue to operate as standalone entities.
FSA spoke with Vivek Tanneeru, portfolio manager, Matthews Asia at the Fund Selector Asia Investment Forum Thailand.
Asia Pacific buyout investments reached a high of $105.6bn last year, according to Refinitiv.
JP Morgan Asset Management remains confident about structural trends in the region.
Asian investors are embracing different approaches to include climate-aligned investments in their portfolios.
Despite rising inflation and the pandemic, Asian investors will increase investment in the healthcare and technology sectors, according to a UBS GWM survey.
Deal is a ‘further step ahead in our growth journey in this high potential market’.
Part of the Mark Allen Group.