The high growth momentum will have a positive impact on corporate profits in the region.

The post Deutsche Bank CIO: Asia will be the engine of global growth in 2025 appeared first on Fund Selector Asia.

There is more to equities than the Magnificent 7, argues the asset manager.

The post Janus Henderson sees good news ahead for active investors appeared first on Fund Selector Asia.

Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive.

The post The undervalued markets where managers are diversifying away from the US appeared first on Fund Selector Asia.

UBS Investment Bank has taken the contrarian approach of underweighting India and overweighting China.

The post UBS: ‘Valuations are at extraordinary levels while company fundamentals remain ordinary’ appeared first on Fund Selector Asia.

Its focus is on companies with a long-term record of free cashflow generation.

The post State Street launches Quality Aristocrats ETF range appeared first on Fund Selector Asia.

More sophisticated family offices demand more complex products.

The post Federated Hermes bets on Asian structural growth in wealth appeared first on Fund Selector Asia.

Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders.

The post Balancing act: Are concentrated markets good for long-term gains? appeared first on Fund Selector Asia.

Panellists at the recent Fund Selector Asia Breakfast Briefing events in Hong Kong and Singapore felt that Trump's pro-growth policies would outweigh the impact of tariffs.

The post ‘Nothing has changed and yet everything has changed’: FSA Breakfast Briefing Equities appeared first on Fund Selector Asia.

Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks.

The post Is the end of the Magnificent Seven nigh? appeared first on Fund Selector Asia.

Japan has twice as many listed companies as the world’s largest equity market, and the TSE aims to cut the dead wood.

The post Japanese small caps: Too many cooks appeared first on Fund Selector Asia.