New economy stocks are shifting the composition of Southeast Asia’s investible universe, says Morningstar.
Category: Equities
HSBC GPBW backs China high dividend stocks
Cheuk Wan Fan, CIO Asia at HSBC GPBW believes the latest fall in China equity prices is a short-term technical pullback.
Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps
Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management’s Antony Creighton.
Robeco’s Wim-Hein Pals: Valuations in India are “outrageous”
The lead manager of Robeco’s $1.1bn Emering Markets Equity strategy shares his views on India, China and broader emerging markets with FSA.
Five equity income funds outperforming year-to-date
FSA looks at five income-focused global equity funds that are outperforming year-to-date.
Kasikorn AM partners with JPMAM for two global equity funds
The two funds feed into J.P. Morgan Asset Management active ETFs.
Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds.
Abrdn launches Apac dividend strategy
The Asia Pacific Dynamic Dividend strategy is available to retail investors in Singapore and professional investors in Hong Kong.
Putnam Investments: EM outlook bright regardless of US election outcome
As investors weigh the implications of the US election on emerging markets, Putnam Investment’s Brian Freiwald is bullish regardless of the outcome.
Ninety One: the building blocks for a turnaround in EM equities are in place
Portfolio managers of the EM equities strategy at Ninety One, explain why emerging market equities may be at an inflection point.
