Man Group sees no bubble in Asian memory stocks
There are fundamental reasons for the parabolic rally, according to Man Group’s Nick Wilcox.

The partnership includes prominent brand visibility, alongside access to premium hospitality.
There are no changes to the leadership of the underlying investment teams.
The fund is brought through Part II UCI structure for wealth investors.
Brookfield Infrastructure income fund is available to wholesale investors in Australia’s private wealth market.
The ChinaAMC Digital Gold ETF will be backed by physical gold stored in Hong Kong vaults, marking the city’s first fully tokenised gold fund.
The credit ecosystem in which the old lines of demarcation are becoming obsolete, argues John Vibert, head of credit at PGIM.
Hedge funds at the Sohn Investment Conference Hong Kong pitch China names outside of artificial intelligence.
The partnership includes prominent brand visibility, alongside access to premium hospitality.
There are no changes to the leadership of the underlying investment teams.
The fund is brought through Part II UCI structure for wealth investors.
The credit ecosystem in which the old lines of demarcation are becoming obsolete, argues John Vibert, head of credit at PGIM.
The firm has appointed Hari Gopalakrishnan and Nicholas Macksey as co-heads of private capital Asia.
The three asset managers announced a collaboration to bring private markets solutions to US pensions.
Brookfield Infrastructure income fund is available to wholesale investors in Australia’s private wealth market.
David Fassbender has been appointed head of PGIM’s Asia Pacific real estate business.
SCPREF is expected to be seeded by Hongkong Land’s Singapore commercial portfolio.
Prateek Jhawar will join the firm in January 2026 to lead origination and investment strategies in the country.
Full-year volumes on track to surpass $195bn, according to Knight Frank research.
The initiative is designed to help the growth of the REIT market in the territory.