Digitalisation, premiumisation, experience, urbanisation and wellness are driving the Asia consumption story.
Category: Asset Class in Focus
Making a case for Asian credit
On a risk-adjusted basis, Asian fixed income offer the best returns across the global credit spectrum, according to a Gam Investments fund manager.
Korea’s sustainable funds see massive inflows in Q3
NH-Amundi’s newly launched product contributed around 36% of the inflows, according to Morningstar.
GAM positive on EM FX
Economic growth is stronger than markets had expected, and the recovery has not yet been priced in many asset prices, according to a GAM Investments strategist.
Mirae Asset launches active funds in HK
The Korean asset manager has diversified away from its recent passive fund focus with offerings of two actively-managed growth equity products.
Northbound funds see continued outflows since May
Mainland investors have favoured onshore funds as the domestic market continues to outperform the rest of the world.
Tech, China funds attract money in Q3
The most popular tech funds sold in Hong Kong or Singapore are managed by Blackrock, Franklin Templeton, JP Morgan AM and Neuberger Berman, according to Morningstar data.
Asia fund selectors turn to gold
Asia’s third-party fund buyers have joined the gold rush, but retain their risk appetite, according to Last Word Media research.
An investment opportunity for the coming decades: the environment
The issues raised by global warming and environmental questions more broadly require new technologies and sources of energy. The solutions are tied to the gravity of the current pandemic in the sense that there are many calls for the stimulus measures taken to support the economy to be directed at sustainable solutions, to tackle climate change and other challenges such as pollution, water shortages, flooding and electrification.
JPMAM confident on China healthcare theme
Import substitution and market consolidation is transforming China’s healthcare sector, according to JP Morgan Asset Management.
