The sector is expected to deliver earnings growth of 25-30% in the next 12-18 months.
Category: Asset Class in Focus
Unmasking the dividend opportunity
Recent headlines may highlight cutbacks in payouts, but the global universe of dividend-paying stocks is vast and diversified with a long track record of growth.
JPMAM warns of possible sector rotation
Investors are recommended to diversify technology stocks with value names when the pandemic situation improves.
Value Partners promotes healthcare fund in HK
Separately, China Life Franklin Asset Management is expected to roll out its Short Term Bond Fund in Hong Kong.
Fidelity expects rising China bond exposure
High returns, low correlations and index inclusion should attract foreign flows into China Government Bonds (CGBs), says Fidelity’s Asia CIO.
Thai investors bet on China equities in Q3
Inflows toward China funds have made UBS AM to be the third largest master fund firm in Thailand, according to a Morningstar report.
BNPP AM’s ESG thematic AUM nearly doubles
The firm’s water and energy transition strategies continue to be popular among investors globally.
A look at Eastspring’s ESG bond matrix
A proprietary, risk-based ESG approach provides downside protection and generates superior performance, according to an Eastspring fixed income fund manager.
Are European equities set to rise?
Sky-high tech stock valuations in the US are making investors nervous.
Not so ‘sexy’ companies outperform in Asean
While the market is not dominated by tech leaders, investors can find growth opportunities in underpenetrated sectors, such as the consumer space.
