Import substitution and market consolidation is transforming China’s healthcare sector, according to JP Morgan Asset Management.
Tag: JP Morgan Asset Management
JPMAM warns of possible sector rotation
Investors are recommended to diversify technology stocks with value names when the pandemic situation improves.
UBS AM maintains top position in China rankings
But JP Morgan AM and Blackrock are catching up, according to Broadridge’s ranking exercise of global managers.
China equities buttressed by tech theme
Multi-year trends will support Chinese equity prices and provide a buffer against rising Sino-US tensions, according to JP Morgan AM’s Joanna Kwok.
Asia tech fever
The investment case for Asia tech remains strong as the region’s companies benefit from structural support, according to JP Morgan Asset Management.
Can Asia financials provide growth opportunities?
JP Morgan AM favours some banks in emerging Asia, as well as stock exchanges and insurance firms.
JPMAM launches ESG bond fund in Singapore
JP Morgan Asset Management (JPMAM) has registered its Global Bond Opportunities Sustainable Fund for sale to retail investors in the Lion City.
The FSA Spy market buzz – 28 August 2020
BNP Paribas AM loses; Change at Unigestion; Nikko disrupts; Fidelity loves Bitcoin; Dual share classes; All celebrate market cap heaven; Vanguard closes HK and much more.
Why JPMAM China JV’s buyout price is expensive
Chinese partners are not expected to sell their stakes in mutual fund joint ventures.
JP Morgan AM calls real assets the “new bonds”
The US asset manager argues that investors should look beyond public markets for income generating assets more insulated from Covid-19 and central bank activities.
