JP Morgan AM favours some banks in emerging Asia, as well as stock exchanges and insurance firms.
Tag: Asia Equities
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.
JOHCM focuses on disrupted industries
After recent disappointing returns, the JOHCM Asia ex-Japan Fund is placing its faith in companies that have transformed their business models.
The sparse emerging Asia fund category
Emerging Asia funds are an attractive alternative to Asia equity products, but unfortunately there are too few available to consumers.
