Asset managers and analysts discuss whether the recent wave of delisting from American stock exchanges by Chinese state-owned companies signals an ongoing trend — and whether Hong Kong and Shanghai might benefit from the shift.
Inflation and stagflation continue to be a concern for investors amid the Russia-Ukraine war, supply chain disruptions and rising energy prices.
Inflation, fluctuating interest rates, Covid-19 shutdowns, and sporadic reopenings have led to bouts of volatility in the market, with tech stocks bearing the brunt of the selling over the last month.
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.
Investors should dig deeper into subsectors along the value chain to benefit from China’s carbon neutrality push, Asian equities experts said.
The valuation gap and earnings growth potential pose opportunities in European equities, particularly in cyclical industrials and ESG themes.
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.
Some correction can generally be expected, but dividend-yielding sectors such as financials and healthcare hold opportunities in the near future, experts say.
The dollar has been on the rise since the Fed took a hawkish approach to its monetary policy, but what’s next?
As US fixed income default rates rose and yields fell during the pandemic, are Asian bonds, which have had more stable yields through 2020, looking more attractive?
The massive correction experienced by Bitcoin in recent weeks underlines the volatility of cryptocurrencies. Will they ever gain a place as a central investment asset for investors?
Institutional investors have shown interest in using exchange-traded assets to get private asset-like returns, without the drawbacks. Will asset owners jump on the bandwagon?