Dimensional’s new fixed income, Janus Henderson ponders AI, Alibaba disappoints with cloud, The debt pendulum swings, Hong Kong’s new Academy, ESG withers and much more.
The bank favours the Hang Seng Technology index over the broader main indices.
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index.
Chinese stock carnage; Cheap in Russia; When is defence an ESG play? Kangaroo market; Inflation bonanza; Reasons to sell; Russian company exits; Advertising from Janus Henderson; and much more.
Non-fungible token ETF; Broadridge’s ESG predictions; Moody’s alternatives joy; China’s new VC venue; Lombard Odier is hiring; Alibaba’s pain continues; Microsoft boss’s cash in; advertising and much more.
The market cap of offshore tech sector has plunged 30% since regulatory scrutiny was stepped up.
The Hang Seng Index (HSI) will include Greater China companies with dual-share class structures and secondary listings from August in response to overwhelming demand.
Out of all the companies listed globally, Alibaba is already the 12th most widely held stock in long-only active strategies.
OCBC is unstoppable; Capital Group celebrates; Wisdom at GIC; Job titles at DWS; Fintech’s bamboozlement; S&P highs; Insider sells; Advertising and much more.
Only two products out of roughly 5,000 mutual funds available to Hong Kong and Singapore investors have overweights in the four Asia tech heavyweights.