Joel Le Saux, manager of the Japan opportunities fund at SYZ Asset Management, argues the Japanese equity rally won’t last.
Tag: Asian Equities
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.
Blackrock’s Swan prefers old economy to new
Blackrock’s Andrew Swan is bullish on old economy stocks and cautious about technology, while overweighting China, India and Indonesia in the company’s flagship Asia ex-Japan equity fund.
French election results a plus for Asia?
A key risk is removed, revealing relatively cheap assets in Europe and Asia against a background of improved investor sentiment, industry sources told FSA.
A talk with Blackrock’s Andrew Swan
The firm’s Hong Kong-based manager explains his core investment philosophy and why he sees financials as the next big value opportunity in Asian equities.
Asian equities defy Trump
Asian equities have given the US the finger. Despite Trump rejecting the TPP, the Asia stock market, as measured by the MSCI Asia ex Japan, was up 3.8% in sterling terms in January – a much better start to the year than all other major markets bar Latin America.
Allianz sees shift to cyclical from defensive
European equities in cyclical sectors are far more attractive than defensive stocks, according to Klaus Teloeken, Allianz Global Investors’ managing director and chief investment officer for systematic equities.
Swan positive on Asian equities in 2017
A transition from monetary to fiscal policy, progress on reforms in the region and low valuations make Asian equities attractive in 2017, said Andrew Swan, head of Asian equities at Blackrock in Hong Kong.
JPM: US financials to outperform global peers
US and Asian equities are preferred when investors’ risk appetite improves, said JP Morgan Asset Management global market strategist Ben Luk.
Time to buy Asian equities – JP Morgan AM
Asian bonds might offer better returns in the short run, but it is equities investors should look at in the long term, said JP Morgan Asset Management Asia chief market strategist Tai Hui.
