As it stands, the Asian market is fairly cheap for a number of reasons, but with increased sensitivity and discipline from shareholders, the market could experience a promising rally says Anh Lu, who runs three Asia-focused equity funds at T. Rowe Price. Speaking to Citywire Selector, Anh discusses why Asia could face a re-rating of equities.
In the Financial Times, Charlie Carnegie, research director at Arisaig Partners, and Eric Pedersen, head of responsible investments at Nordea Asset Management, discuss divesting from emissions-heavy dairy and meat industries. Link
In Trustnet, Vincent Ropers, co-manager of the TB Wise Multi-Asset Growth fund, shares his thoughts on where to find value away from Silicon Valley tech stocks. “The sky hasn’t...
