Man Group sees no bubble in Asian memory stocks
There are fundamental reasons for the parabolic rally, according to Man Group’s Nick Wilcox.
Beta
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Mercer says ‘easy beta’ fading away
Easy returns driven by central bank policies are disappearing, putting pressure on fiduciaries to find alpha, said David Anderson, president of growth markets for Mercer.
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What drives China’s A-shares?
Investing in cheap, high momentum or low volume equities, tactics that deliver a premium in developed and many emerging markets, does not show the same result in China’s A-share market, said Sunny Ng, head of portfolio strategists for Asia ex-Japan at State Street. According to State Street research into A-Shares, which was in the Journal…