Beneath the bonnet: The case for Samsung Life, Sunonwealth and Bim
Three fund managers on stocks that are getting them excited
Three fund managers on stocks that are getting them excited
Underestimating long-term reform efforts are more likely to scupper growth prospects in Asia than the US election or the triggering of Article 50, says Sharat Shroff of Matthews Asia.
South Korea is one of the most attractive regions in Asia in terms of dividend growth potential, said Henderson Asian Dividend Income Fund co-manager Sat Duhra.
Fund Selector Asia compares two funds focused on South Korea as the country hits economic headwinds.
Oxfordshire-based investment manager, Invesco Perpetual, has promoted fund managers – Tim Dickson and William Lam – to manage two of the firm’s Asian funds.
Korean equities are set to benefit from favourable monetary policy and regulatory moves according to BlackRock.
According to MSCI the two countries have been removed from the review list for reclassification as developed markets because of an absence of progress on outstanding areas of concern.
Investors have upped their allocation to both equities and bonds in spite of a majority belief that equities are overvalued, a view not held since March 2004.