Stock markets might face an “A-shape” retreat in the second quarter of this year after a sharp rebound earlier, Standard Chartered said.
Category: Equities
AXA IM turns underweight on Chinese equities
“[A] word of caution is warranted following the stellar performance of Chinese equities over the past year or so. “Today A-shares trade at or above a 20x multiple and look simply expensive. A correction would offer a welcome breathing pause,” the fund house said in its asset allocation strategy note. In the medium-term, the investment […]
Hong Kong share rally
Market turnover in Hong Kong broke a record this week as a multi-day rally continues. But according to Schroder Investment Management, the momentum is not based on fundamentals.
Asia ex-Japan equity fund returns
Top performing Asia ex-Japan equity funds show a significant allocation to India and China, suggesting a rare alignment of optimism about Asia’s two key economies.
Continuing euro slide to boost equity appeal
European equities stand to benefit as the euro depreciates, but across developed and emerging markets, much hinges on governments delivering structural reforms, according to Giordano Lombardo, group chief investment officer at Pioneer Investments.
