A ‘healthy dose of paranoia’ has helped Tiffany Hsiao keep her fund top of the heap over multi-year periods.
Category: Equities
Will Asia outperform globally?
The region is expected to be the first to recover from the pandemic, but investors are still cautioned from being too optimistic of the markets.
Pictet WM warns on pandemic themes
Not all companies in the healthcare and IT space are benefitting from the coronavirus outbreak.
UBS GWM favours credit over equities
The Swiss firm expects a pick-up in economic activity in the second half of this year, but finds more value in quality bonds than broad equity markets, according to its Apac CIO.
Few equity funds above water in Q1
In Singapore and Hong Kong universes, 0.33% of equity funds delivered positive returns when markets collapsed.
Pictet fund increases Asia consumer exposure
The March sell-off is presenting further buying opportunities in Asian equities, according to Pictet AM.
One China fund positive as markets collapse
Less than half of Greater China funds have outperformed the MSCI China Index and only one is positive year-to-date.
ASI buying Apac quality stocks
As markets undergo wild swings, there are opportunities in companies with solid balance sheets and structural growth models at depressed valuations, according to Aberdeen Standard Investments.
Thematic funds warning
It is important for investors to understand if a theme is a valid strategy for the long-term or just a short-term fad, according to a Morningstar report.
Invesco sticks with risk assets
Monetary easing and fiscal stimulus will continue to support equity markets, despite the coronavirus threat, according to Invesco’s Asia strategist
