Dexter Chua was previously head of southeast Asia for the third-party wealth business at Goldman Sachs Asset Management.
Tag: GMO
GMO: Japanese small caps now in crosshairs of TSE
Japanese small cap stocks stand to disproportionately benefit from corporate governance reforms which have been a tailwind for large caps, according to fund managers at GMO.
GMO: Deep value is our highest conviction idea
Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
GMO: There is no tech bubble
The firm which has a history of calling market bubbles doesn’t see a market collapse looming.
The FSA Spy market buzz – 15 March 2024
Grantham on bubbles, NinetyOne’s marvellous headline, Invesco celebrates, oil profits gush in the desert and much more.
US dollar overvaluation is ‘once in a generation’ opportunity for EM Debt: GMO
The asset manager argues that emerging markets local debt has the best set of conditions they have seen in twenty years.
Active managers are underweight Japan despite strong fundamentals: GMO
Over 80% of active managers are underweight Japan despite strengthening fundamentals, according to GMO.
