Investors with an appetite for China’s new technology opportunities should look to sectors where they are applied, rather than overvalued tech companies, argues Johan Jooste, chief investment officer at Bank of Singapore.
Tag: Technology
Fangs or Bats? Deutsche AM looks at tech in Asia
Technology stocks globally are still expected to perform well next year, but Sean Taylor, Deutsche Asset Management’s chief investment officer for Asia-Pacific and head of emerging markets, remains careful with his sector picks, particularly in Asia.
CSOP eyes big data, AI and blockchain
CSOP Asset Management plans to bring big data and artificial intelligence (AI) capabilities to its product line within three years, aiming to lessen the time and cost pressures on investors.
PGI: Tech may explain data mysteries
Why have interest rates and inflation remained low for several years? Experts have varying explanations, but Jim McCaughan, CEO of Principal Global Investors, tells FSA he believes the hidden impact of technology on the global economy is behind the mystery in the economic data.
Pinebridge: India equity overweight in 2018
Government reforms in India have “unlocked growth” and are driving a strong case for equity investment, though there are some caveats, said Sunny Ng, portfolio manager at Pinebridge Investments.
VC Sequoia takes stake in Income Partners
The China unit of Silicon Valley venture capital firm Sequoia Capital has bought a stake in Income Partners, underscoring how asset managers are making technology adoption a top priority.
Value Partners: China’s tech giants to continue gains in 2018
In 2018, Value Partners’ fund manager Frank Tsui is bullish on the technology and consumer sectors across greater China with a preference for larger names.
Blackrock: Asia equities go higher in 2018
Asia’s robust corporate earnings and continuing reform in key markets are expected to lift stock prices in 2018, said Andrew Swan, head of Asian and global emerging market equities at Blackrock.
Is there a tech bubble?
There are key differences between the high valuations of tech stocks in 2000 and today, argues Alexandre Mouthon, Geneva-based senior product specialist for thematic equities at Pictet Asset Management.
China’s Lufax licensed for business in Singapore
The Monetary Authority of Singapore has awarded a capital markets services licence to a subsidiary of Ping An-backed Lufax Holdings yesterday, according to a statement from the firm.
