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.

The post The FSA Spy market buzz – 3 February 2025 appeared first on Fund Selector Asia.

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.

The post Japan ready to join ‘global club of normalised monetary policy’ appeared first on Fund Selector Asia.

Astronauts and silver; Eastspring’s parseltongue; Janus Henderson’s contrarian Europe; Seinfeld on AI; A meritocratic fund; Bitcoin fizzes with Trumpian enthusiasm; Mug shot; Getting aggressive and much more.

The post The FSA Spy market buzz – 17 January 2025 appeared first on Fund Selector Asia.

There is more to equities than the Magnificent 7, argues the asset manager.

The post Janus Henderson sees good news ahead for active investors appeared first on Fund Selector Asia.

M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.

The post The FSA Spy market buzz – 13 December 2024 appeared first on Fund Selector Asia.

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.

The post ‘Nothing has changed and yet everything has changed’: FSA Breakfast Briefing Equities appeared first on Fund Selector Asia.

This week FSA provides a quick comparison of two Japan small/mid-cap funds: the Janus Henderson Horizon Japanese Smaller Companies fund and the Schroder International Japanese Smaller Companies Selection fund.

The post Top Trumps: Japan small/mid-cap – 26 September 2024 appeared first on Fund Selector Asia.

The asset manager is partnering with Anemoy and Centrifuge's blockchain tech to manage a liquid treasury fund.

The post Janus Henderson to manage tokenized fund appeared first on Fund Selector Asia.

Dividends in Asia Pacific ex-Japan rose just 1.1% during the second quarter, according to the latest Janus Henderson Global Dividend index.

The post Q2 dividends flat in Apac – Janus Henderson appeared first on Fund Selector Asia.

FSA looks at five small cap US equity funds outperforming so far in 2024.

The post Five small cap US equity funds outperforming year-to-date appeared first on Fund Selector Asia.