FSA looks at five top performing Asia ex Japan funds available for distribution in Hong Kong and Singapore.
The divergence in the performance of key markets has triggered macroeconomic uncertainty and an ‘Out of Sync’ theme, say analysts from HSBC AM.
Asian equities are poised to bounce back as economies reopen, says the asset manager’s Apac strategist.
JP Morgan Asset Management remains confident about structural trends in the region.
The firm is positive on China, Singapore and Korea, but is overall neutral towards Asia.
Asian stocks, especially those in the sustainability space, are still undervalued, says the Dutch asset manager.
Inflation will remain elevated in Asia Pacific next year, so companies with greater pricing power are likely to offer better returns, according to Jupiter Asset Management.
As a result of weaker growth, low vaccination rates and diverging monetary policies, Asian emerging markets will continue to experience portfolio outflows and sustained depreciatory pressures, according to Union Bancaire Privée (UBP).
Investors are likely to face disappointing returns from developed markets over the next decade, but Asia ex-Japan equities could be a bright spot, according to JP Morgan Asset Management (JPMAM)’s long-term projections.
Former Blackrock Asia head has resurfaced to manage the Asia ex-Japan equities strategy for the UK hedge fund.