Hong Kong-based NF Trinity is seeking stock opportunities in Taiwan, Korea, Japan, and China while weighing diversified exposure in the US beyond tech shares.
The Federal Reserve has announced the beginning of its much-discussed tapering soon. Adding in the effects of inflation and supply chain disruptions, does this mean US equities are set for a drastic correction in the short term?
Investment heads at APG, Credit Suisse and DBS voice doubts about the sustainability of the US stock rally, with American equities now widely viewed as overvalued.
The Swiss multi-family office is buying more Asian high yield and emerging-market debt despite concerns over a strong dollar, but it is wary of US equities.