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.
Tag: Healthcare
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.
Healthcare funds bleed the most
As volatility returns to markets, healthcare-related equity funds have been among the worst performers, according to data from FE Analytics.
Video: Janus Henderson on healthcare equities
Adam Johnson, senior product specialist, explains the potential pitfalls when investing in the healthcare sector.
FSA Investment Forum Singapore: Focused on company specifics
In a video interview, Jupiter’s Luca Emo says he typically avoids investing in companies influenced by macro events such as interest rates.
FSA Investment Forum Hong Kong: Macro indifferent
Jupiter’s Luca Emo, fund manager on the European growth equities team, says he’s been overweight healthcare for years and that is unlikely to change.
Spotting cheap shares in China turmoil
Nikko Asset Management Asia has an overweight view on China and the firm used the recent market correction to increase exposure to Chinese companies listed in Hong Kong, said Peter Sartori, head of equity.
