Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks.
Category: Equities
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’.
Morningstar: Thematic fund assets double in past five years despite volatility
However, the sector has experienced volatility and inconsistency.
RHBAM launches enhanced income strategy
The RHB Asian Income funds feed into the Schroder Asian Income fund.
Federated Hermes: ‘vested interests in Korea resist change’
Jonathan Pines, lead portfolio manager for Asia ex-Japan at Federated Hermes, explains what it will take to tackle the Korea discount.
Fidelity launches an all-cap strategy in Asia
The fund managers expect to find uncorrelated, diversified opportunities across the range of market cap stocks.
