Japan ready to join ‘global club of normalised monetary policy’
The Bank of Japan hiked interest rates to their highest level in 17 years on Friday, but investors reckon the outlook for equities is benign.
Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett.
Deutsche Bank CIO: Asia will be the engine of global growth in 2025
The high growth momentum will have a positive impact on corporate profits in the region.
Janus Henderson sees good news ahead for active investors
There is more to equities than the Magnificent 7, argues the asset manager.
The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive.
UBS: ‘Valuations are at extraordinary levels while company fundamentals remain ordinary’
UBS Investment Bank has taken the contrarian approach of underweighting India and overweighting China.
State Street launches Quality Aristocrats ETF range
Its focus is on companies with a long-term record of free cashflow generation.
Federated Hermes bets on Asian structural growth in wealth
More sophisticated family offices demand more complex products.
Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders.
‘Nothing has changed and yet everything has changed’: FSA Breakfast Briefing Equities
Panellists at the recent Fund Selector Asia Breakfast Briefing events in Hong Kong and Singapore felt that Trump’s pro-growth policies would outweigh the impact of tariffs.
Is the end of the Magnificent Seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks.
Japanese small caps: Too many cooks
Japan has twice as many listed companies as the world’s largest equity market, and the TSE aims to cut the dead wood.
DWS expects 20% plus jump in equities in 2025
The asset manager warned at the same time that negative events could weigh on market sentiment.
Active China equity funds lag amid breakout month
Some of the biggest actively managed China equity funds have not kept up the pace with the rally in Chinese markets year-to-date.
Asia ex Japan equities: abrdn versus Schroder
As part of FSA’s head-to-head series, we compare the abrdn Asia Pacific Sustainable Equity fund and the Schroder ISF Asian Opportunities fund.
China is no longer cheap or oversold: TT International’s Robertson
The portfolio manager believes China is likely to follow a path similar to that of Japan’s ‘lost decade’.
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FSA SPY
The FSA Spy market buzz – 3 February 2025
DeepSeek’s big surprise digested; A PE ETF that is not all it seems; Ninety One’s Nintendo goodies; Chinese cars are marching forth; Warren Buffet’s cash; Gold bug happiness and Meta’s real virtual loss.
