A confluence of factors have presented the ideal backdrop for Asian equities to stage an impressive rally this year, but investors need to be selective, writes Daryl Liew, head of portfolio management at REYL Singapore.
The global economy is rebounding nicely, evidenced by global PMI indicators all over 50 and still expanding. The resulting pick-up in global trade has been a boon for Asian economies which are dependent...
Investors turn to global equities
Matthew Tillett, senior portfolio manager - UK equities at Allianz Global Investors, examines the pitfalls of investing in technology as well as the benefits.
EM equity funds see redemptions of $1.6bn
Latter stages of the cycle