Regulatory crackdowns and a resurgence of Covid-19 in China cloud the region’s short-term outlook, argues the Canadian wealth manager.
Tag: Asia ex-Japan equities
Mutual Fund Top Trumps – Asia ex-Japan equities
This week FSA presents a quick comparison of two Asia ex-Japan equities products: the Aberdeen Standard Asia Pacific Equity Fund and the HSBC GIF Asia Ex Japan Equity Fund.
JOHCM: digital disrupters will forge ahead
The Covid-19 pandemic and its economic consequences are accelerating trends already in progress, according to a JOHCM Asia ex Japan senior fund manager.
Hermes focuses on price
Low interest rates should boost funds that seek undervalued stocks rather than chase potential earnings growth, according to Hermes Asia ex-Japan head.
Pictet reveals overweights in Asia fund
Chinese insurers and specialty financial stocks are at attractive valuations and should eventually post superior returns, according to Kiran Nandra, Pictet AM’s emerging market senior product specialist.
HEAD-TO-HEAD: Fidelity versus Invesco
FSA compares two Asia Pacific ex-Japan equity products: the Fidelity Asia Pacific Opportunities Fund and the Invesco Asian Equity Fund.
Video: Value Partners on Asia equities
Frank Tsui, fund manager for Asia ex-Japan equities, said he’s currently avoiding the materials sector and is underweight south Asia.
Video: Janus Henderson on Asia innovators
Andrew Gillan, head of Asia ex-Japan equities and fund manager, seeks out Asian companies with potential to flourish as innovative disruptors.
HEAD-TO-HEAD: First State vs Value Partners
FSA compares the First State Asian Equity Plus Fund and the Value Partners High-Dividend Stocks Fund
JPM AM: Yield can be found
Emerging market debt and Asian equities, in particular Hong Kong stocks, still offer yield at acceptable valuations, according to JP Morgan Asset Management’s latest quarterly outlook.
