More stable fund flows and intact structural investment themes in the region bode well for equities and credit, says Axa Investment Managers.
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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.
Exchange traded funds (ETFs) continue to grow in popularity in the region, as product providers offer an array of diverse strategies.
The cost for China, Japan and South Korea to create a net-zero transport sector is vast, according to ING research, making early action essential.
Rising vaccination rates and supportive fiscal policies should underpin risk assets, despite inflation fears.
Corporate earnings are recovering, and earnings and dividends growth are highly correlated, according to JP Morgan Asset Management (JPMAM).
The world’s largest asset manager is optimistic about Asian risk assets in 2021.
The Korean asset manager has diversified away from its recent passive fund focus with offerings of two actively-managed growth equity products.
For Asia as a whole, the firm has set an AUM objective of €500bn ($582.75bn).
Part of the Mark Allen Group.