Pictet’s Young Jae Lee is still overweight semiconductor stocks despite taking profits recently.
Tag: Samsung Electronics
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.