Unlike other markets in Asia, investment strategies focusing on the sector have not become widespread yet in both countries.
Tag: Healthcare
GSAM to launch thematic funds in Singapore
The firm is also expected to roll out two ESG-focused products in the Lion City.
JPMAM confident on China healthcare theme
Import substitution and market consolidation is transforming China’s healthcare sector, according to JP Morgan Asset Management.
Are US tech companies expensive?
Investors should not be concerned about the rich valuations of US tech and healthcare companies, argues JP Morgan AM’s Tai Hui.
Do impact investments hold up in a crisis?
A healthcare company providing glucose monitoring for diabetes patients, which Hermes includes in its impact fund, saw its share price surge 70% this year.
Pictet WM warns on pandemic themes
Not all companies in the healthcare and IT space are benefitting from the coronavirus outbreak.
Value Partners hunts inside specific sectors
Facing China’s headwinds, the firm is positive on value plays in three equity sectors that have been beaten down.
Why change is expected in Asia’s ESG profile
Asia is far behind developed markets on key ESG issues, but the hope is that China’s regulatory policies to address environmental issues will drive a regional change in mindset.
Trade conflict aimed at China’s industrial project, says Robeco
US trade actions against China are actually targeting China’s 2025 project, a government initiative intended to move the mainland up the tech value chain, according to Victoria Mio, the firm’s chief investment officer for China.
Can pharma and biotech ease pain in a financial crisis?
Ten years after the global financial crisis of 2008, FSA notes that pharmaceutical, healthcare and biotech stocks weathered that year better than other sectors.
