Fund managers have said Asia's technology giants still have further to go after a strong run and are not looking overvalued, but have noted challenges for active managers as a few key players in the sector now form a substantial part of benchmark indices.
The weighting to the IT sector within the MSCI Emerging Markets index has nearly tripled from 10% to 29% over the last decade (see chart right), while in comparison the financials category (the largest...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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