JP Morgan Asset Management remains confident about structural trends in the region.
Tag: Alexander Treves
China set to outgrow EM indices
Chinese equites should be treated as a separate investment “sleeve” as their weighting within EM indices approaches 50%, according to JP Morgan Asset Management.
Video: JP Morgan AM on long-term Asia investing
Governance is perhaps the most important factor when investing in Asia for the long-term, according to Alexander Treves, head of investment specialists for Asia, emerging markets and Asia-Pacific equities at JP Morgan Asset Management.
Lift-off in Japan or false dawn?
There is such a mixed bag of factors to weigh up that the answer is far from obvious. You can make a strong case either way. While Japanese equities fund managers seem sure recent good times are set to continue, other interested observers tend not to be so sure. Major factors in favour of […]
