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).
Tag: Asian Equities
Seeking alternative sources of return
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.
Man GLG launches Asia ex-Japan strategy
Former Blackrock Asia head has resurfaced to manage the Asia ex-Japan equities strategy for the UK hedge fund.
T Rowe Price positive on Hong Kong
Low valuations, strong free cash flow and selective sectors can support a continued rally in Asia-Pacific markets, despite short-term uncertainty and further volatility, according to T Rowe Price strategists.
Axa remains confident about Asia secular trends
The Covid-19 pandemic will accelerate structural shifts already underway and confirm long-term investment themes, according to Axa Investment Managers.
Ratings blow for Blackrock’s Asian Dragon Fund
Some share classes are chopped to a negative rating in the once high-flying fund, as Morningstar cites Andrew Swan’s departure and a new lead manager.
UBS stays with Asian equities outlook
It’s little surprise that Apac markets are negative for the year, but UBS Wealth Management stands by the forecast of double-digit company earnings growth.
Matthews bullish on shift to Asia brand names
Asia consumer brands have historically been second choice after the multinational products, but in the last couple of years local names have been gaining market share and have become attractive investment plays, according to Robert Horrocks, CIO of Matthews Asia.
Is the Japanese equity rally losing steam?
Joel Le Saux, manager of the Japan opportunities fund at SYZ Asset Management, argues the Japanese equity rally won’t last.
OMGI: Asian equity picks for 2018
Infrastructure in India, curbing pollution in China, and specific smaller tech companies are the most promising investment opportunities in Asia, argues Joshua Crabb, head of Asian equities at OMGI.
