The Swiss firm expects a pick-up in economic activity in the second half of this year, but finds more value in quality bonds than broad equity markets, according to its Apac CIO.
Category: Equities
Few equity funds above water in Q1
In Singapore and Hong Kong universes, 0.33% of equity funds delivered positive returns when markets collapsed.
Pictet fund increases Asia consumer exposure
The March sell-off is presenting further buying opportunities in Asian equities, according to Pictet AM.
One China fund positive as markets collapse
Less than half of Greater China funds have outperformed the MSCI China Index and only one is positive year-to-date.
ASI buying Apac quality stocks
As markets undergo wild swings, there are opportunities in companies with solid balance sheets and structural growth models at depressed valuations, according to Aberdeen Standard Investments.
Thematic funds warning
It is important for investors to understand if a theme is a valid strategy for the long-term or just a short-term fad, according to a Morningstar report.
Invesco sticks with risk assets
Monetary easing and fiscal stimulus will continue to support equity markets, despite the coronavirus threat, according to Invesco’s Asia strategist
Mainland investors rush to Hong Kong stocks
Shanghai-Hong Kong-Shenzhen-themed mutual funds are getting strong inflows as mainland investors worry about RMB risk and the property market.
Blackrock: Asia and EM equities are `winners’
Global growth, the reflationary environment and the transition from monetary to fiscal policy make global equities attractive, especially in Asia, according to Belinda Boa, Blackrock’s head of active investments for Asia Pacific.
China A-shares outlook better for 2H, says UBS
China’s A-shares are expected to enjoy near-term support from accommodative policies and the Shenzhen stock connect.
