Morningstar data shows that 15 funds available for distribution in Hong Kong and Singapore were exposed to China’s troubled property sector at the start of the year.
Category: Asset Class in Focus
Pictet AM: There is no rush to allocate to bonds
Pictet Asset Management expects rate volatility to continue in the bond market, providing ample opportunity for investors to enter.
PGIM Real Estate: ‘generational opportunity for data centre investment’
Data centres are evolving into a mainstream investment category within property industry, says PGIM Real Estate’s Morgan Laughlin.
Wellington: Expect a bubble in AI hardware providers
To avoid getting caught up in a potential bubble, Wellington Management’s Brian Barbetta said investors ought to look beyond hardware companies to capitalise on AI.
Asia investors flock to bonds
Although favouring fixed income Hong Kong investors also poured cash into equity funds, according to Calastone research.
China equities continue to flounder
Investors beat a constant retreat from beleaguered China stocks as they await reassurance from Beijing.
BlackRock finds opportunities in Asia bonds
BlackRock’s Neeraj Seth also explains why the US investment giant favours Australia and India currently.
Lombard Odier: Tech giants are becoming geostrategic for US
As the race to develop AI heats up, the US tech giants are becoming important strategic bulwarks for the world’s largest economy.
Manulife IM: Central banks will cut even with inflation above target
Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
Mutual Fund Top Trumps: Japan Equities – 25 January 2024
This week FSA presents a quick comparison of two Japan equity funds: Eastspring Inv Japan Dynamic and Fidelity Japan Value.
