Jonathan Pines, lead portfolio manager for Asia ex-Japan at Federated Hermes, explains what it will take to tackle the Korea discount.
Tag: Samsung Electronics
Q2 dividends flat in Apac – Janus Henderson
Dividends in Asia Pacific ex-Japan rose just 1.1% during the second quarter, according to the latest Janus Henderson Global Dividend index.
The top Asia ex-Japan funds of H1 2024
FSA highlights the best performing Asia ex-Japan funds during the first half of 2024.
This top performing value fund still sees ‘chunky upside’ in chip sector
Pictet’s Young Jae Lee is still overweight semiconductor stocks despite taking profits recently.
Is it time to separate out China from the rest of emerging markets?
FSA canvassed the opinions of different asset managers on whether now is the time to launch an emerging markets ex-China strategy.
A look at Asia tech overweights
Only two products out of roughly 5,000 mutual funds available to Hong Kong and Singapore investors have overweights in the four Asia tech heavyweights.
