‘In many ways, now should be India’s moment.’

‘In many ways, now should be India’s moment.’
Invesco’s thematic equity ESG ETFs, Chinese asset managers flock to Hong Kong, Ninety One’s microchip stats, CoCos are back, holding for the long term, Friday quiz, Singapore and much more.
FSA canvassed the opinions of market observers on whether the China reopening rally is now done or whether markets are just taking a breather.
Invesco’s David Chao favours a barbell approach given the tumultuous economic outlook.
This week FSA presents a quick comparison of two Asia Pacific fixed income products: the Templeton Asian Bond and the Invesco Asian Investment Grade Bond.
Top performers and compelling newcomers in the spotlight.
Investors should look for contrarian areas when buying Asian stocks, said the asset manager.
No-one is suggesting China is anything but volatile but things are starting to get interesting.
FSA compares two emerging market funds: the Invesco China Focus Equity fund and the Goldman Sachs India Equity Portfolio fund.
Tightening monetary policy is unlikely to continue throughout 2023, said the asset manager.
Part of the Mark Allen Group.