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.
Category: Asset Class in Focus
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.
UBS Wealth defends China tech valuations
The sector is expected to deliver earnings growth of 25-30% in the next 12-18 months.
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.
