Tag Archives: Equities

FOREIGN INVESTORS NET PURCHASED RM478.2 MLN EQUITIES LAST WEEK

KUALA LUMPUR, July 15 (Bernama) — Foreign investors continued to buy domestic equities for the second consecutive week with net purchases totalling RM478.2 million, according to MIDF Amanah Investment Bank Bhd (MIDF). The investment bank said the majority of this influx amounted to RM389.2 million which occurred last Thursday when Bank Negara Malaysia (BNM) decided to maintain the overnight policy rate (OPR) …

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Investor’s Bookshelf: The veteran Japan watcher bullish on the economy’s revival | Equities

Japanese stocks have soared since early 2022, with the Nikkei 225 index reaching new highs recently, a clear indication that Japan’s economy – once perceived as stagnant after peaking in the early 1990s – is seeing a transformation that captures investors’ attention. Despite doomsday dogma concerning Japan’s aging and declining population, Jesper Koll, a resident and veteran of the country’s investment …

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Japan’s GPIF reaps record annual gain as active strategy pays off | Equities

Japan’s Government Pension Investment Fund (GPIF) posted a record yen gain of ¥45.4 trillion ($282.5 billion) on equities rally for the fiscal year ended March (FY2023), reaping the fruit from its active management strategy. Eiji Ueda GPIF The government-backed fund generated a return of 22.67% – second only to the return in FY2020’s 25.15%, with an overall alpha beating benchmarks …

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MAS reports lower emissions from its developed market equities, corporate bonds portfolio

But the Weighted Average Carbon Intensity (WACI) of MAS’s emerging market equities portfolio rose slightly y-o-y. The emissions profile of the Monetary Authority of Singapore’s (MAS) equities and corporate bonds portfolio have largely fallen y-o-y in terms of tonnes of carbon dioxide equivalent (tCO2e) per US$1 million of revenue. According to MAS’s FY2023/2024 sustainability report, released July 4, the weighted …

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What should asset allocations look like going forward?

What should asset allocations look like going forward? | Benefits and Pensions Monitor Mutual Funds As equity markets break records and fixed income offers yields with some volatility, head of multi-asset solutions offers insight into an asset mix to follow Equities keep breaking records. Perhaps that’s US equities in particular, but the somewhat improbable run by the S&P 500 and …

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Japanese life insurers divided on equities exposure | Asset Owners

Japanese life insurers are split on the attractiveness of equities in the current macroeconomic environment. Some of them are increasing their exposure, while others remain wary and favour private markets instead. While long-term fixed income, and especially Japanese government bonds (JGBs), is the main target for investments and takes up the majority of life insurers’ portfolios, relatively smaller pockets are …

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Non-resident holdings of SA equities reach record low of 27.6% in Q1 – Sarb

The JSE is not that far off the record highs it scaled early last year, but foreign investors are not coming to the party.  The percentage of South African equities owned by non-residents hit a record low in the first quarter (Q1), the South African Reserve Bank said in its bi-annual Financial Stability Review on Wednesday.  “Continued outflows from the …

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Market Views: Outlook for India equities after shock election results | Equities

Stock markets in India pocketed gains on June 5 after a steep sell-off the day before in response to Indian voters handing Prime Minister Narendra Modi’s Bharatiya Janata party (BJP) a weakened mandate in the country’s general elections. The Nifty 50 index  — a widely tracked equities benchmark — rose 2.6% after suffering a 5.9% drop the previous day. The …

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Barclays appoints Alexander Altmann as Global Head of Equities Tactical Strategies

Alex Altmann, Barclays Global Head of Equities Tactical Strategies (Photo: Business Wire) LONDON & NEW YORK, June 04, 2024–(BUSINESS WIRE)–Barclays is pleased to announce the appointment of Alexander Altmann as Managing Director and Global Head of Equities Tactical Strategies. Mr Altmann will join the bank in June and will be based in New York, reporting to Ronnie Wexler, Global Head …

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