FSA looks at the top performing Chinese funds during the recent month-long rally.
![](https://s34456.pcdn.co/wp-content/uploads/2022/02/GettyImages-636590238-640x360.jpg.optimal.jpg)
FSA looks at the top performing Chinese funds during the recent month-long rally.
Conditions are settling into place for companies to look towards expansion, according to Fidelity International’s annual analyst survey.
The asset manager advises a defensive strategy with Asia as a relative bright spot amid recession risks in the West.
Global investors are increasingly focusing on macroeconomic factors over corporate fundamentals in China, according to GAM.
Japan is an exception, where funds say it is the only Apac market where deals can be underwritten on a conventional basis.
Mark Chan will be taking over from Dennis Quah who will be leaving the firm after seven years in end June.
The global private credit market has trebled between 2012 and 2022 to hit $1.2 trillion
More stable fund flows and intact structural investment themes in the region bode well for equities and credit, says Axa Investment Managers.
Although Asian semiconductor and IT stocks have had a turbulent few months, Schroders sees the sector as a long-term winner.
The region will outperform in the second half of 2022 amid a general reopening of economies – and fuelled by China’s growth and stock market, predicts DWS.
Part of the Mark Allen Group.