Fangs or Bats? Deutsche AM looks at tech in Asia
While technology stocks globally are still expected to perform well in 2018, fund selectors should be particularly careful with sector picks in Asia, according to Deutsche Asset Management.
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While technology stocks globally are still expected to perform well in 2018, fund selectors should be particularly careful with sector picks in Asia, according to Deutsche Asset Management.
Known as an eternal emerging markets optimist, Mark Mobius, chairman of Templeton Emerging Markets Group, nonetheless told FSA about times when he is wary, and recalled an investment mistake.
Valuations of some technology stocks have sky-rocketed in recent, sparking comparisons with the tech bubble at the turn of the millennium. Is this time different?
About 61% of all emerging market funds are holding positions in Samsung, according to an Evestment report. Any company misstep could have a widespread impact.
China’s growth outlook is expected to improve between 2017 and 2021, but the country’s rising debt level skews the figures and raises strong concerns, according to the International Monetary Fund.
History indicates that a market correction in Asian equities is likely within the next three months, but investors shouldn’t stay away as the long-term outlook is positive, argues JP Morgan’s Hui Tai.
Small cap equities provide better risk-adjusted returns than large caps, despite higher volatility, said Andrew Paisley, manager of Standard Life Investment’s European Smaller Companies Fund.
Using algorithms may help fund selectors choose products more efficiently, but human judgment is still key in choosing the right fund products.
Traditional long-only multi-asset funds provide little diversification in a client’s portfolio, according to wealth managers.
Wealth management is one of the least tech-literate sectors of the financial services industry, and is falling well behind non-financial services industries, according to a PWC report.
BRICs are still a part of broader EM exposure, said Kathryn Koch, head of global portfolio solutions at Goldman Sachs Asset Management (GSAM).
Asian institutional investors plan to further raise exposure to passive products over the next year, according to a survey by Deutsche Asset & Wealth Management.