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.
Tag: China
Deutsche Bank CIO: Asia will be the engine of global growth in 2025
The high growth momentum will have a positive impact on corporate profits in the region.
Five China funds that beat the S&P 500 last year
FSA looks at the best performing China equity funds of last year.
Report: GFIs are unanimously overweight US equities
A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.
The FSA Spy market buzz – 10 January 2025
Citi is hiring an alternatives chief; Protection for bitcoin volatility; Jimmy’s funeral blues; Chinese class action flattery; Quantum computers leap down; Bouncy year ahead’ Druckenmiller wisdom and much more.
Eastspring: focus on Asia dividend payers
A dividend-focused strategy can help investors capitalise on Asia’s attractive valuations while reducing volatility, argues Eastspring Investments.
Lazard Geopolitical Advisory warns of trade battles
Economic nationalism will likely reach new heights during the incoming Trump administration, according to the analysis firm.
Federated Hermes bets on Asian structural growth in wealth
More sophisticated family offices demand more complex products.
Indosuez WM’s De Boer on a ‘transformational acquisition’
The purchase of Degroof Petercam has boosted assets and broadened the scale of the wealth manager’s products and services.
Amundi’s head of global macro flags ‘innocent bystanders’ in potential US tariffs
An underappreciated risk to growth is the potential escalation of a trade war, depending on global reactions to US tariffs, warns Amundi’s Mahmood Pradhan.
