From AI-driven capex and service digitalisation to a weaker US dollar and stronger domestic markets, investors see emerging Asia, selective European value, and high‑quality franchises as the main winners in a fragmented global equity landscape.
Tag : equities
As China pivots from a property-driven model, institutional capital is chasing high-growth opportunities in AI and the energy transition, fuelling demand for onshore A-share listings, and redefining the strategic role of Hong Kong in facilitating global allocations.
As the year winds down, investors must balance optimism with caution, positioning portfolios for both festive cheer and potential lumps of coal.
A convergence of breakthrough AI models, proven manufacturing prowess in robotics and lower valuations is triggering a reappraisal of China's stock market.
A combination of disciplined fiscal management, resilient corporate earnings, and a decoupling from US monetary policy is reshaping the investment case for emerging markets, drawing renewed interest from global portfolios.
In partnership with iShares by BlackRock and FTSE Russell
Amid the new investment mantra of diversification of equity allocations, there is growing demand for exposure to China’s innovation and transformation journey, according to BlackRock’s Andy Ng and Emerald Yau of FTSE Russell.
While not all investors fully trust the staggering AI-fuelled rally, fears about missing out have led to a market gripped by hesitant conviction.
While India's market has corrected from recent peaks, strong domestic demand, scale, and robust earnings potential continue to make it attractive relative to regional peers.
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As the country sees a record equity rally and sharply weaker yen, experts weigh on whether the market surge is sustainable and what the new administration means for monetary policy, currency stability and long-term investment strategy.
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In partnership with Wellington Management
How can investors tackle a landscape of volatile markets, concentrated benchmarks and stock dispersion? Watch this video and read the views of Wellington Management’s Edward Baldini, portfolio manager, and Philip Li, investment director, on the importance of security selection in creating more potential for outperformance than sector allocation.
The journey for an active ETF from product launch to institutional portfolio in Asia can take years, as chief risk officers and due diligence teams move slowly to get comfortable with their innovative structures.
Ping An is boosting portfolio performance through smart bond timing, high-dividend equities and strategic investments in tech and sustainability.
