Import substitution and market consolidation is transforming China’s healthcare sector, according to JP Morgan Asset Management.

Import substitution and market consolidation is transforming China’s healthcare sector, according to JP Morgan Asset Management.
Investors are recommended to diversify technology stocks with value names when the pandemic situation improves.
But JP Morgan AM and Blackrock are catching up, according to Broadridge’s ranking exercise of global managers.
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.
The investment case for Asia tech remains strong as the region’s companies benefit from structural support, according to JP Morgan Asset Management.
JP Morgan AM favours some banks in emerging Asia, as well as stock exchanges and insurance firms.
JP Morgan Asset Management (JPMAM) has registered its Global Bond Opportunities Sustainable Fund for sale to retail investors in the Lion City.
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.
Chinese partners are not expected to sell their stakes in mutual fund joint ventures.
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.
Part of the Mark Allen Group.