Could the economy’s unexpected fall in GDP during the first quarter derail the enthusiasm for Japanese equities?
Category: Industry trends
BlackRock: Japan is the consensus in narrative, not in positioning
BlackRock’s Yue Bamba tells FSA why he thinks it’s not too late to take a position in Japanese equities.
Exclusive: Baillie Gifford gets go-ahead for Singapore office
Baillie Gifford’s David Henderson explains why the growth manager is just getting started in the region as it gets approval for the new office.
Morningstar: EMD recovery not yet reflected in flows
However, outflows stabilised in the first quarter of 2024.
Will central bank dreams of a ‘soft landing’ become a reality?
‘Goldilocks’ scenario of ‘not too hot and not too cold’ may become true with falling inflation in the UK, US and eurozone.
Singapore funds report net inflows in Q1
Positive flows into fixed income funds reversed the negative overall trend of the previous quarter, Morningstar finds.
Three factors that could change the script for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle.
Exclusive: Abrdn plans Asia fund launch in income push
Abrdn’s Asia Pacific head of wholesale, David Hanzl, explains why the firm is doubling down on income as well as ESG and emerging markets.
Dividends in Q1 in Apac flat – Janus Henderson
First-quarter dividends in Asia Pacific ex-Japan rose 2% on an underlying basis, according to the latest Global Dividend Index from Janus Henderson.
UBS survey: Apac family offices raise fixed income allocations
Family offices in the region and globally also intend to raise their allocation to Apac assets over the next five years.