Mirae’s K-pop dream, Goldfinger’s greed, Get an EV for zero %, Data centre building, Electricity demand woes, Tech funds surge, Amazon’s failed ambition, When pizza beats tech and much more.
Tag: Technology
Fidelity expects cyclical recession next year
Fidelity International backs US equities and investment grade bonds and believes China and Japan offer value.
Goldman Sachs AM expects more return dispersion across asset classes
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
Corporate governance in Asia has been neglected by markets: abrdn
Governance issues are being overlooked relative to the rising focus on sustainability issues.
The FSA Spy market buzz – 10 November 2023
Dividend kings, JP Morgan’s active drive, Wellington Management’s biopharma video, M&G’s investment mega trends, soaring hedge fund pay, Ray Dalio’s biography, Ottawa madness and much more.
BNY Mellon IM favours US equities
The asset manager thinks that businesses in the US are more equipped to withstand the tough macro environment.
Best and worst performing equity sectors in 2022
All sectors suffered at least double-digit losses in 2022 with only two exceptions.
Hong Kong investors favour technology themed funds
Majority of Hong Kong investors are interested in investing in today’s megatrends, Allianz Global Investors found.
Eastspring eyes recovery for China A shares
Chinese equities look poised to benefit from an economic rebound in the coming months, especially in sectors linked to electrification and technology, according to Eastspring Investments.
US small caps and tech stocks top performance charts in July
Investors betting central banks may be more reluctant to rise rates as economic growth weakens.
