Clermont Meridian Trading Reports on ‘Emerging Market Equities’

Toronto, Ontario, Canada, August 11, 2022 – (SEAPRWire) – Clermont Meridian Trading has released the report on ‘Emerging Market Equities’. They will be encouraging selective exposure to emerging market (EM) equities, including China, across technology firms and innovation leaders. “We have performed a lot of research on emerging markets in recent years, and our clients have had significant success investing there, even with the current volatility, macro, regulatory and Covid-19 resurgence,” said Matthew Bird, Institutional Director of Equities at Clermont Meridian Trading. Long-term, the firm has a favourable outlook for the Chinese market. This is based on predictions that the demographic trends and digital transformation will benefit the country in the upcoming year. In addition, the firm has been adding businesses it expects will be the innovation leaders in China over the coming years, rather than the tech giants that dominated the market in the last decade. “Currently, our investors are experiencing more reliable returns in stocks that are positioned in technology, innovation, and other longer-term themes. We have encouraged investments in China’s New Energy Vehicle (NEV) sect...

Agard Union Trading Reports on ‘Will Canadian Equities Reign in 2022’

Montreal, Canada, March 16, 2022 – (SEAPRWire) – Recently, Agard Union Trading has released a report on ‘Will Canadian Equities Reign in 2022’. According to finance experts at Agard Union Trading, the Canadian stock market’s robust performance last year is expected to continue, with rising interest rates positioning the TSX to outperform U.S. equities markets throughout 2022. Prior to 2021, the S&P 500 outperformed the S&P/TSX Composite index in nine of the previous ten years. Last year, the S&P/TSX trailed the S&P 500 on a total return basis, but it beat the Dow Jones Industrial Average, the NASDAQ, and the Russell 2000. “This time last year, our market intelligence team forecast that Canadian equities would finally outperform their U.S. peers, and now they are even more confident than ever,” said Michael Woods, Agard Union Trading’s longstanding Director of Sales & Trading. “The TSX is close to one standard deviation below its long-term average, while the S&P 500 still looks expensive at 20 times forward price-to-earnings,” he added. Over the last decade, U.S. tech giants have propelled growth and dominated the S&P 500, but that is now changing. The la...

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Accessing Asia’s post-pandemic opportunities

Transformational trends converging in Asia – some accelerated by the pandemic – could potentially unleash the region’s next wave of growth opportunities. “Opportunities are where people are. If we take a pair of compasses and draw a large circle on the map with Indonesia at the centre, and China and India also within it, we will find that there are more people living inside than outside the circle,” says Ms Caroline Loke, portfolio manager, Asia ex-Japan equity at PineBridge Investments. Drivers of post-Covid-19 growth in Asia With over more than half of the world’s population living in Asia-Pacific1, ample opportunities can be found in the region. Urbanisation is swelling the region’s cities. Asia is projected to have the largest urban population on the planet by 2050 – with implications on essential services, housing and sustainability, among others, for years to come.2 Not only that, the region’s demographics are primed for the next generation of technological innovations incubating in Asia – it has the world’s largest population of “digital natives”.3 This young and tech-savvy population is coming of age amid increasing wealth and consumption power. By 2027, 1.2 billion Chinese...