Investors ‘frustrated’ with Korea’s wild volatility
Asset managers argue fundamentals have not changed despite the violent sell-off in South Korean equities.
Semiconductors
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Investors ‘frustrated’ with Korea’s wild volatility
Asset managers argue fundamentals have not changed despite the violent sell-off in South Korean equities.
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Semiconductors and oil futures top fund charts 100 days on from Iran war
FSA looks at the top performing funds 100 days after the outbreak of the Iran war on February 28th.
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Hang Seng Indexes Co and Korea Exchange launch co-branded HK-Korea index series
The two firms have partnered to launch four cross-market indexes to deepen capital market connectivity.
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Investors chasing Hong Kong chip IPOs grapple Nvidia’s return amid state push
Investors in Hong Kong chip listings must balance riding China’s push for self-sufficiency with the return of Nvidia’s H200.
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McDermott: Who are the real winners of the AI surge?
There are plenty of ways to play the dominant global trends that don’t rely on a US mega caps.
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Pictet AM’s Lee on AI: “Try not to leave the party too early”
Pictet Asset Management’s Young Jae Lee, an early bull in semiconductor stocks, now has less conviction in the AI trade.
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BlackRock: AI buildout will continue to positively surprise
People are under-appreciating the impact of AI, argues Ben Powell, chief investment strategist for Apac at the BlackRock Investment Institute.
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5 funds that have bounced back post-tariff sell-off
FSA highlights five global equity funds that have outperformed since markets started to recover from the tariff sell-off.
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Manulife Investments launches global semiconductor fund in HK
The Manulife Global Semiconductor Opportunities fund aims to capture the growth of the semiconductor and AI ecosystem.
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UBS GWM stays bullish on AI
AI is the tech theme of the decade, according to the UBS Global Wealth Management Chief Investment Office.
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Manulife IM says semiconductor bull run still has legs
“I get up every morning looking for negative data points, and I can’t find them,” says Manulife IM senior portfolio manager Ryan Davies.
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Early Nvidia bull Baillie Gifford sells down position
Baillie Gifford’s US equity growth team, early investors in Nvidia, have sold roughly 40% of their stake in the semiconductor firm.
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AXA head of thematic: a new manufacturing cycle is coming
A new manufacturing cycle is imminent and bodes well for stocks, says AXA’s head of global thematic strategies Tom Riley.
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Five tech funds outperforming year-to-date
FSA looks at the five top-performing technology funds eligible for distribution in Hong Kong and Singapore.
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Impax AM: More chips will require more water
The growth in semiconductor manufacturing is going to require a lot of water and solutions to manage its waste, according to Impax portfolio manager Justin Winter.
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UBS GWM: Asian AI beneficiaries have more potential than US tech
Investors should look for Asian AI beneficiaries, according to a recent UBS Global Wealth Management report.