Trends in population numbers across the region are expected to foster opportunities in sectors from consumer goods to technology to renewable energy, says GAM Investments.
Category: Industry trends
Investors see silver lining from recession-led reset
A recession in Europe and the US should provide a boost for risk assets, according to Allianz Global Investors.
Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall.
Emerging market equities show renewed promise
Fundamentals, corporate behaviour and valuations offer positive signs for emerging markets (EM) equities, believes M&G Investments.
US earnings support selective stock buying
Expectations of improving corporate margins after the latest US earnings bode well for sectors such as tech, said BlackRock.
BNP Paribas AM’s Wei Li: ‘when the facts change, our view changes’
Wei Li also explains why investing in investment grade credit is a ‘straightforward’ call right now.
Newton IM’s Munro: ‘Our preference would be India and Indonesia’
Euan Munro, CEO of Newton Investment Management, also explains why alternatives face headwinds currently.
Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
With spreads falling despite the recession risk, do they adequately compensate investors?
India’s asset management industry represents huge opportunity
Market observers reckon that given economic and demographic tailwinds, India’s asset management industry is poised for growth.
Digital platforms have potential to tap into next-gen wealth in Asia
Wealth management sectors in key markets across region are set to bloom over the medium to long term.
