The Covid-19 outbreak has significantly impacted the Chinese economy, but it is unlikely to undermine the country’s structural drivers, according to Eastspring Investments’s China equities CIO.
Category: Equities
Lion Global joins income bandwagon in Singapore
Schroders, Allianz GI, Aviva Investors and Fullerton Fund Management have also launched income products in the Lion City.
Will the rally in global equities continue?
UBS Wealth believes that there are opportunities in the beaten-up value stocks in Asia, including Singapore and India.
Invesco wary of China’s tech sector valuations
However, a concentration in China’s tech giants will become more common, according to an Invesco fund manager.
Do impact investments hold up in a crisis?
A healthcare company providing glucose monitoring for diabetes patients, which Hermes includes in its impact fund, saw its share price surge 70% this year.
China Q1 fund flows surge
Strong net fund inflows in China belied the trend elsewhere in Apac during the first three months of 2020, says a Broadridge report.
Going off benchmark for Japan returns
Investing in the asset class is different from investing in the Japan economy, according to an FSSA IM portfolio manager whose Japan fund has soared above its benchmark and sector.
Axa remains confident about Asia secular trends
The Covid-19 pandemic will accelerate structural shifts already underway and confirm long-term investment themes, according to Axa Investment Managers.
Pictet promotes digital theme
Enforced online working, shopping and playing has given a boost to the evolution of the digital economy, according to Pictet Asset Management.
SSGA warns on recent stock recovery
The firm has a preference for US large-caps over small-caps and European equities.
