Global investors are increasingly focusing on macroeconomic factors over corporate fundamentals in China, according to GAM.
Tag: Electric vehicles
The FSA Spy market buzz – 13 October 2023
Change at JB, Krane goes green on China, Donald Trump’s valuation wisdom, green funds buy defence, losing fast with VinFast, Janus Henderson’s scary bear, US debt explosion and much more.
Investors eye EV sector to drive returns
The commitment in Asia to a low-carbon future should present opportunities for investors across the electric vehicle ecosystem.
China weakness paves way for selective upside
A bottoming out of the domestic equity market is stirring some optimism in the internet and consumer sectors.
Global lens offers improved emerging market returns
Eastspring Investments says investors with exposure to Asian equities should also look globally for diversified emerging markets returns over the longer term.
