Since the start of 2018, investors in Asian equities have had a torrid time, with the region underperforming global stock markets. Perhaps reassuringly for investors, the drivers of this underperformance have not been economic fundamentals but more unpredictable factors, which are external to the economies and markets of the region – namely, the ongoing trade dispute between the US and China, and expectations for the US federal funds rate (the global economy’s risk-free rate). However, this does ....
03 Jul 2019
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Invesco Asia Trust PLC (IAT:LON), 300 | JPMorgan Asia Growth & Income PLC GBP (JAGI:LON), 346 | Scottish Oriental Smaller Companies Trust PLC (SST:LON), 0 | Pacific Assets Trust PLC Shs GBP (PAC:LON), 0 | Schroder Asian Total Return Investment Company plc (ATR:LON), 427 | BlackRock Frontiers Investment Trust PLC (BRFI:LON), 147
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Push-me pull-you
Invesco Asia Trust PLC (IAT:LON), 300 | JPMorgan Asia Growth & Income PLC GBP (JAGI:LON), 346 | Scottish Oriental Smaller Companies Trust PLC (SST:LON), 0 | Pacific Assets Trust PLC Shs GBP (PAC:LON), 0 | Schroder Asian Total Return Investment Company plc (ATR:LON), 427 | BlackRock Frontiers Investment Trust PLC (BRFI:LON), 147
- Published:
03 Jul 2019 -
Author:
Thomas McMahon, CFA -
Pages:
7
Since the start of 2018, investors in Asian equities have had a torrid time, with the region underperforming global stock markets. Perhaps reassuringly for investors, the drivers of this underperformance have not been economic fundamentals but more unpredictable factors, which are external to the economies and markets of the region – namely, the ongoing trade dispute between the US and China, and expectations for the US federal funds rate (the global economy’s risk-free rate). However, this does ....