US asset managers are choosing expensive growth shares over cheaper value equities amid recession fears. Are Asian investors doing the same?
Tag : growth
Investors appear to have reset their short-term expectations and risk tolerance across asset classes due to higher-than-expected inflation, the rise of interest rates, and the war in Ukraine.
Supply chain shocks, rising inflation, and the ongoing Russian assault on Ukraine prompt investors to prepare for an economic environment of stagflation.
We reveal the firms that have grown the most in percentage terms year-on-year by assets sourced from Asia Pacific. Clue: none of them are global companies.
Even the weakest countries in Asia should weather US Federal Reserve tapering and a slowing China.
The bank's senior economist, Frederic Neumann, highlights three reasons why investors should be worried as Asian growth appears predicated on pumping economies full of credit.
The country's output may decrease to as low as 7.5% in the first quarter next year, but this is a more sustainable level of growth, say China observers.
Janus has identified infrastructure, agriculture, lifestyle spending, wealth management, and commercial real estate as its major global investment themes, all of which are underpinned by rising fortunes in Asia.
Chief executive of the Securities & Futures Commission, Martin Wheatley, expects more mainland fund management companies to establish operations in Hong Kong.
CEO Don Lam says the company has no plans to launch onshore funds for now because local investors generally still prefer to invest directly in stocks.
Alliance Capital believes that emerging markets offer the best of both worlds.
And Taiwan and Korea break into the world''s biggest pension funds, says Watson Wyatt.