Market views: are asset owners eyeing Indian equities?
Financials and healthcare have been spotted as promising sectors, while several tech IPOs are on the way, including a $2.2 billion fintech firm and a GIC-backed e-commerce startup.
Tag : market views
Market Views: Which subsectors will benefit from China's carbon neutral push?
Investors should dig deeper into subsectors along the value chain to benefit from China’s carbon neutrality push, Asian equities experts said.
Market Views: Will European equities outperform the US?
The valuation gap and earnings growth potential pose opportunities in European equities, particularly in cyclical industrials and ESG themes.
Market views: Have China's new cybersecurity rules made its stocks less attractive?
Some short-term re-positioning may be needed, but as regulations become clearer, the valuation of Chinese stocks, especially in the tech sector, remains attractive, experts said.
Market views: Will the US equity bubble pop?
Some correction can generally be expected, but dividend-yielding sectors such as financials and healthcare hold opportunities in the near future, experts say.
Market Views: Will the US dollar rebound last?
The dollar has been on the rise since the Fed took a hawkish approach to its monetary policy, but what’s next?
