Technology hardware and Chinese healthcare equities should outperform during the rest of the year, said the asset manager.

Technology hardware and Chinese healthcare equities should outperform during the rest of the year, said the asset manager.
The regulatory assault on China’s $100bn private education industry could lead to consolidation in the sector, according to BNP Paribas Asset Management.
Investors should ride out short-term volatility and retain faith in long-term tech trends, according to a UBS Asset Management (AM).
Despite tougher regulatory scrutiny, China’s private sector will continue to offer investment opportunities, says Matthews Asia.
The equity strategy will focus on disruptive innovations and applications in Asia and the sale will be anchored by an exclusive distribution deal.
In a post-Covid Asia, capital investments in smart infrastructure, digitisation, automation and environmental imperatives will shape the equities landscape, says Pinebridge Investments.
Regulatory and social pressure is forcing Chinese tech companies to integrate environmental practices, according to Eastspring Investments.
Investors can position for the next phase of recovery via opportunities from digital transformation, sustainability and spending on IT and low-carbon infrastructure, according to HSBC Private Banking.
Providers of alternatives strategies recognise that they have work to do to meet growing investors’ demand, according to a State Street survey.
Despite the recent sell-off in new technology sectors, their growth trajectory is assured, according to Citi Private Bank’s Asia Pacific strategist.
Part of the Mark Allen Group.