Boston Event

OMGI: You Missed the Rally… Is it Still a Good Time to Invest in Asian Equities?

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OMGI: You Missed the Rally… Is it Still a Good Time to Invest in Asian Equities?
Foto cedidaFoto: Josh Crabb, responsable de renta variable asiática para Old Mutual Global Investors. ¿Es todavía un buen momento para entrar en renta variable asiática?

Author: Fórmate a Fondo

  1. The Asian equity market continues to rise, exceeding by over 50% the lows it touched in 2016
  2. So far this year, the MSCI Asia Pacific Ex Japan surpasses the S & P 500 by more than 21%, while the renminbi appreciated 6% against the dollar
  3. During the OMGI Global Markets Forum in Boston, Josh Crabb, Head of Asian Equity for Old Mutual Global Investors, reviewed valuations of this asset class and the likelihood of positive returns in the next 12 months
  4. At present, there are five trends that the asset manager is considering as the main alpha drivers of the portfolio: Indian infrastructure, frontier markets, pollution in China, the Internet of Things (IOT) and artificial intelligence (AI)