The end of the year has an ability to stir up equity markets in a positive way. AsianInvestor asks asset managers what sectors and themes are likely to see action in the festive season.
Tech stocks have captured investor imagination with the enormous focus on artificial intelligence recently. AsianInvestor asks fund managers whether the hype will continue, and what to expect next.
Japanese stocks have hit their highest level in decades. AsianInvestor asks industry experts how much longer the optimism can hold.
The Danish fund has overallocated to the subcontinent and launched a mandate dedicated to its equity market last year.
The Danish pension fund values its exposure to Japan, but must balance a mismatch between its strategy and the country’s overall corporate culture, its head of equities tells AsianInvestor.
The Danish pension fund still expects high stock returns over time in China, particularly from private companies, its head of equities says.
The Danish pension fund sees both absolute and relative gains for its Asia stocks strategy, its head of equity tells AsianInvestor.
Expectations of tamed inflation and possible easing of interest rates could boost potential across the region, although questions and risks remain.
In a series on how Asian markets might develop in the coming year, AsianInvestor zooms in on Japan and how investors might find value in stocks on the backdrop of a weak yen and a loose monetary policy.
With unstable markets and a relatively low yen, the Japanese corporate pension fund faces plenty of challenges — but a multi-pronged investment strategy for next year is taking form.
Concerns remain on whether interest rate hikes by the Fed will be able to slow economic activity and tame inflation — or push the US economy into recession, triggering major uncertainties for Asian capital markets.
An impending series of interest rate increases and the deterioration in relations between Russia and the West over Ukraine have worried investors in recent weeks, hence the volatility in US equities in particular.