Leveraging the world, the utter tediousness of feedback, BlackRock’s large-cap ETF, Pictet thinks about innovation vs design, lies and damned lies from Fed’s Powell, a personal departure and much more.
Tag: Nvidia
Five winning EM funds with an India overweight
FSA highlights five top-performing emerging markets strategies with an overweight to India.
The FSA Spy market buzz – 7 June 2024
Diversification contradictions, Standard Chartered’s top performers, The rich get richer, JP Morgan goes big on tech, Qatar buys into CAM, Concentration risk, Fast fashion guilt and much more.
Three factors that could change the script for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle.
The FSA Spy market buzz – 31 May 2024
Backing the weight loss world, A rare apology in fund management, Being boring is back, Judgemental fund managers, Green hushing is all the rage, Trump’s conviction, Flown Bird and much more.
Five tech funds outperforming year-to-date
FSA looks at the five top-performing technology funds eligible for distribution in Hong Kong and Singapore.
Top performing value fund favours bond proxies
Brent Fredberg, a portfolio manager on the Brandes Global Value fund, explains why he is bullish on bond proxies.
The FSA Spy market buzz – 24 May 2024
Albert Einstein’s compounding, Capital Group and KKR team up, Bill Gross’s stamp collection, Nvida blows the lights out, Dotcom bubble reminder, Dalio’s shop houses, and much more.
Will the ‘Korea discount’ be closed by governance reforms?
While Japan has enjoyed the successes of corporate governance reforms, a similar campaign could be about to take place in Korea
The FSA Spy market buzz – 26 April 2024
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
