Allure of Asia ex-Japan equities strengthened in Q3
Experts at Amundi Asset Management, RWC Partners and Matthews Asia weigh in
ANNOUNCEMENT: Expert Investor is now PA Europe. Read more.
Experts at Amundi Asset Management, RWC Partners and Matthews Asia weigh in
Duo co-managed the Axa Framlington global emerging markets funds
Majority agree it is now too big to be absorbed into the broad emerging market asset class
But one portfolio managers says equities could be a better bet going forward – just maybe not US
Japan’s issuance jumped to $7.4bn while Hong Kong’s, as a financial centre, fell to $10bn
Fund managers talk to Expert Investor about their manoeuvres
A trio of managers talk outlooks, sectors and interesting stocks as the coronavirus bites
Historical data suggests that epidemics do not impact markets long-term
A quarter of locals already make online purchases
Direction of US-China relations will drive volatility
It has added approximately 800 China A Shares and 1,300 Japanese securities
With ex-Alma Capital business development director who previously worked at SocGen and Allianz GI