Portfolio manager Nitin Bajaj identifies opportunities in smaller companies in China and Indonesia, based on attractive valuations, structural growth drivers and market dislocation.
Tag: China
State Street: Recessions odds have increased
The asset manager has been dialling down its high yield exposure on rising recession risks.
M&G launches China corporate bond fund
The M&G (Lux) China Corporate Bond Fund expands the asset manager’s global fixed income offering to external clients.
State Street: Apac ETFs set to grow 30% in 2025
ETFs in Asia Pacific are expected to increase by 30% this year, according to a State Street report.
Janus Henderson: Dividends in Apac declined last year
Dividends in Asia Pacific ex-Japan fell in 2024, while Japan saw its dividend growth exceed all other major stock markets.
Eastspring: Asia bonds offer value
Investment grade Asian bonds provide high income in volatile times, says portfolio manager Rong Ren Goh.
Allspring looking to add to China equities position
Allspring Global Investments’ multi asset team are also underweight the US dollar.
BlackRock upgrades European stocks to neutral
BlackRock’s Investment Institute sees a range of potential positive catalysts for European stocks.
Ark WM identifies a shift in China wealth management strategies
The core transformation is towards a forward-looking, value-driven approach.
The FSA Spy market buzz – 14 February 2025
Unidentified flying ETFs? Redwheel is considering something rare; GAM goes hunting in a vacuum; Pinebridge is looking at China; Is the US overvalued? Remarkable things about tech and much more.
