Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle.
Tag: Samsung
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
Samsung launches semiconductor ETF
The Hong Kong-listed product will include the shares of semiconductor companies from across the world.
Samsung launches Fang+ ETF
The ETF will the first of its kind listed on the Hong Kong stock exchange (SEHK).
Is widely-held Samsung a risk for EM funds?
About 61% of all emerging market funds are holding positions in Samsung, according to an Evestment report. Any company misstep could have a widespread impact.
Tech and financials dominate EM strategies
Technology and financial companies represent eight of the top 10 holdings for most emerging market equity fund managers, according to an Evestment report.
HEAD-TO-HEAD: Invesco vs iShares
FSA compares the Invesco Korean Equity Fund with iShares MSCI Korea Ucits ETF, the largest of Korea equity ETFs, which have outperformed all active funds in the past year.
Investors scorn Samsung over suspended Note 7 sales
Shares in the South Korean electronics company fell considerably (7.5%) after the company suspended production of its Galaxy Note 7 smartphone due to persistent safety problems.
MandG bullish on Korean market
Korean equities are increasingly cheap and attractive, but mainly because all the surrounding markets have become very expensive, explained Robert Secker, M&G Investments emerging markets equity investment specialist.
