FSA compares two Asia (ex-Japan) equity products: the Ninety One Asian Equity Fund and the Schroder ISF Asian Opportunities Fund.
Tag: Asia Equities
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.
Can Asia financials provide growth opportunities?
JP Morgan AM favours some banks in emerging Asia, as well as stock exchanges and insurance firms.
Will the rally in global equities continue?
UBS Wealth believes that there are opportunities in the beaten-up value stocks in Asia, including Singapore and India.
Blackrock overweights China bonds
Strong monetary and fiscal stimulus measures have provided ample liquidity and credit availability to support Asian borrowers, according to the firm’s head of Asian credit.
Pictet fund increases Asia consumer exposure
The March sell-off is presenting further buying opportunities in Asian equities, according to Pictet AM.
Axa keeps faith in Asia growth
The structural trends that are driving the region’s economic growth and markets remain intact, and will overcome current fears, according to Axa Investment Managers.
Gam manager loads up on China
The new portfolio manager has recently moved from under- to overweight China equities, citing “compelling value”.
Why Jollibee fits T Rowe manager’s taste
Portfolio manager Eric Moffett prefers stable companies to high growth businesses in Asia.
HEAD-TO-HEAD: Fidelity versus Mirae Asset
FSA compares two Asia (ex-Japan) products: the Fidelity Asia Focus Fund and the Mirae Asset Asia Sector Leader Equity Fund.
