Several themes are shaping the outlook for Asian equities, from regulatory crackdowns and localised lockdowns in China, to supply chain disruptions and rising inflation.
Tag: Asia Equities
Value investors eye renewed potential in Asia
Market dynamics support value investing in the region, with cyclical, old economy and financial stocks the likely beneficiaries, according to Eastspring Investments.
Q&A with Matthews Asia
FSA spoke with Vivek Tanneeru, portfolio manager, Matthews Asia at the Fund Selector Asia Investment Forum Thailand.
Robeco reshuffles Asia Pacific equities leadership
Joshua Crabb is promoted to head of Asia Pacific equities, and Arnout van Rijn returns to the Netherlands.
UBP partners with Crux Asset Management
The Swiss bank ramps up its Asia equity capability.
Fidelity is bullish on Asia equities
Even during a period of volatility, equites are still the best asset class, according to Fidelity International.
UBS GWM remains confident in Asia
Asia ex-Japan equities should perform better towards the year-end, backed by solid corporate earnings, according to UBS Global Wealth Management (GWM).
Tech opportunities emerge in post-pandemic Asia
Semiconductors and electric vehicles are two sectors likely to generate returns for investors in Asia, according to Aberdeen Standard Investments (ASI).
Selectivity to drive equities
After upgrading its global growth forecast for 2021 and predicting stable rates in the US and Eurozone for the next 18 months, DWS favours Asia emerging market equities and key sub-sectors.
HSBC AM invests for expansion phase
Value equities continue to make sense and Asian equities offer attractive risk-reward returns, according to HSBC Asset Management (HSBC AM).