Three key factors that could ‘change the script’ for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle
Taiwan
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Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals
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Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
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Big trouble in China
China investors watch on with growing concern as the world’s second-largest economy slips into deflation and the hoped-for stimulus remains elusive
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Square Mile: Asia Pacific ex Japan funds to watch
Square Mile’s Amaya Assan checks out the top performers and compelling newcomers
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The Asia question: Should investors stay or go?
The sector has investors scratching their heads. Is it better to sit it out or are valuations an opportunity not to be missed?
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HEAD-TO-HEAD: JP Morgan vs Value Partners
Fund Selector Asia compares the JP Morgan Taiwan Fund with the Value Partners Taiwan Fund.
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EM dividends are here to stay – JP Morgan AM
If investors want proof that the emerging markets rally has taken root, they should look no further than the sector’s dividend sustainability potential, according to JP Morgan Asset Management’s Omar Negyal.
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Taiwan’s tech disruption offers long-term opportunity – Hermes
From semiconductor manufacturer TSMC to companies specialising in advanced driver assistance systems (ADAS) in automobiles, Taiwan is home to a number of disruptive innovators that investors would be wise to take notice of, according to Hermes senior investment analyst Kunjal Gala.
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UBS introduces wealth management app in Asia
UBS Wealth Management is rolling out a wealth management app and has set up an “innovation centre” in Singapore that aims to commercialise ideas that would help serve its clients.
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Invesco promotes Asian equity fund managers
Oxfordshire-based investment manager, Invesco Perpetual, has promoted fund managers – Tim Dickson and William Lam – to manage two of the firm’s Asian funds.
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Korea Taiwan no longer in running MSCI
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.
