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Tag: Technology
UBS Wealth defends China tech valuations
The sector is expected to deliver earnings growth of 25-30% in the next 12-18 months.
Thai investors bet on China equities in Q3
Inflows toward China funds have made UBS AM to be the third largest master fund firm in Thailand, according to a Morningstar report.
Affin Hwang AM rolls out tech feeder in Malaysia
The Nikko AM Ark Disruptive Innovation Fund has returned nearly 100% this year.
Asia tech fever
The investment case for Asia tech remains strong as the region’s companies benefit from structural support, according to JP Morgan Asset Management.
GAM puts faith in digital tech
The post-coronavirus world is a powerful opportunity for the disruptive technology asset class, says GAM Investments.
A look at Neuberger Berman’s 5G strategy
Portfolio manager Yan Taw Boon explains how the firm seizes opportunities within the theme.
Are US tech companies expensive?
Investors should not be concerned about the rich valuations of US tech and healthcare companies, argues JP Morgan AM’s Tai Hui.
HEAD-TO-HEAD: Fidelity versus T Rowe Price
FSA compares two technology equity products: The Fidelity Global Technology Fund and the T Rowe Price Global Technology Equity Fund.
Best and worst active equity funds of the decade
Over the last ten years, new technology funds surged ahead while “old economy” energy and mining funds struggled to stay even.