DeepSeek’s big surprise digested; A PE ETF that is not all it seems; Ninety One’s Nintendo goodies; Chinese cars are marching forth; Warren Buffet’s cash; Gold bug happiness and Meta’s real virtual loss.

The post The FSA Spy market buzz – 3 February 2025 appeared first on Fund Selector Asia.

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.

FSA looks at the best performing China equity funds of last year.

The post Five China funds that beat the S&P 500 last year appeared first on Fund Selector Asia.

A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.

The post Report: GFIs are unanimously overweight US equities appeared first on Fund Selector Asia.

Citi is hiring an alternatives chief; Protection for bitcoin volatility; Jimmy’s funeral blues; Chinese class action flattery; Quantum computers leap down; Bouncy year ahead’ Druckenmiller wisdom and much more.

The post The FSA Spy market buzz – 10 January 2025 appeared first on Fund Selector Asia.

A dividend-focused strategy can help investors capitalise on Asia’s attractive valuations while reducing volatility, argues Eastspring Investments.

The post Eastspring: focus on Asia dividend payers appeared first on Fund Selector Asia.

Economic nationalism will likely reach new heights during the incoming Trump administration, according to the analysis firm.

The post Lazard Geopolitical Advisory warns of trade battles 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.

The purchase of Degroof Petercam has boosted assets and broadened the scale of the wealth manager’s products and services.

The post Indosuez WM’s De Boer on a ‘transformational acquisition’ appeared first on Fund Selector Asia.

An underappreciated risk to growth is the potential escalation of a trade war, depending on global reactions to US tariffs, warns Amundi’s Mahmood Pradhan.

The post Amundi’s head of global macro flags ‘innocent bystanders’ in potential US tariffs appeared first on Fund Selector Asia.