The Hang Seng index set an historical record high this year, and investment strategists at DBS Private Bank expect it to run further due to increasing use of cross-border programmes by Chinese investors.
Tag: Asia Equities
Blackrock: Asia equities go higher in 2018
Asia’s robust corporate earnings and continuing reform in key markets are expected to lift stock prices in 2018, said Andrew Swan, head of Asian and global emerging market equities at Blackrock.
Deutsche AM: Hot Asian equities have room to run
Asian equity markets are up, but they are not in a bull market, according to Sean Taylor, Deutsche Asset Management’s Hong Kong-based managing director and Asia-Pacific chief investment officer.
JP Morgan: Asian equities heading for correction
History indicates that a market correction in Asian equities is likely, within the next three months, but investors shouldn’t stay away as the long-term outlook is positive, argues JP Morgan’s Hui Tai.
HEAD-TO-HEAD: JP Morgan vs Robeco
FSA compares the JP Morgan Asia Equity Dividend Fund with Robeco Asian Stars Equities Fund, which incorporates ESG in its process.
Harvest: Great rotation might not last long
Global growth in the second half of the year will help determine whether investors continue moving from bonds to equities, said Harvest Global Investments CIO Thomas Kwan.
Blackrock: Asia and EM equities are `winners’
Global growth, the reflationary environment and the transition from monetary to fiscal policy make global equities attractive, especially in Asia, according to Belinda Boa, Blackrock’s head of active investments for Asia Pacific.
Matthews Asia prefers the region’s consumer businesses to its infrastructure sector
The fund manager’s CIO Robert Horrocks advises investors to be wary of companies that depend on government contracts.
OMGI: Asia becoming a safe-haven
As worries over China’s economy and currency ease and political risks in Europe and the US flare, Asia could become a safe-haven, said Joshua Crabb, Old Mutual Global Investors head of Asian equities.
FSA Investment Forum Hong Kong: Beyond negative views on Asia
China’s market is volatile and India is overvalued, but look beyond the market headlines to company specifics, says Josh Crabb, head of Asian equities at Old Mutual Global Investors.
