FSA highlights the best performing Asia ex-Japan funds in the first three months of 2024.
Tag: Asian Equities
Five top performing Asia ex Japan funds
FSA looks at five top performing Asia ex Japan funds available for distribution in Hong Kong and Singapore.
Asian fixed income and equities show promise – HSBC AM
The divergence in the performance of key markets has triggered macroeconomic uncertainty and an ‘Out of Sync’ theme, say analysts from HSBC AM.
JPMAM favours Asia cyclical stocks and infrastructure
Asian equities are poised to bounce back as economies reopen, says the asset manager’s Apac strategist.
Rising spending power in Asia generates opportunities
JP Morgan Asset Management remains confident about structural trends in the region.
Indosuez WM expects modest returns from Asian equities
The firm is positive on China, Singapore and Korea, but is overall neutral towards Asia.
Robeco is optimistic on Asia equities
Asian stocks, especially those in the sustainability space, are still undervalued, says the Dutch asset manager.
Jupiter AM prefers developed markets in Asia
Inflation will remain elevated in Asia Pacific next year, so companies with greater pricing power are likely to offer better returns, according to Jupiter Asset Management.
UBP: Asian emerging markets under pressure
As a result of weaker growth, low vaccination rates and diverging monetary policies, Asian emerging markets will continue to experience portfolio outflows and sustained depreciatory pressures, according to Union Bancaire Privée (UBP).
Seeking alternative sources of return
Investors are likely to face disappointing returns from developed markets over the next decade, but Asia ex-Japan equities could be a bright spot, according to JP Morgan Asset Management (JPMAM)’s long-term projections.