Market Intelligence

2018 February Perspectives on the equity correction

The fall in the Dow Jones Industrial Average from its January 2018 high has reached 10%, meeting the conventional definition for a market correction. Our experts believe that the price adjustment is being mainly driven by a technical correction, and not by deterioration in the economic fundamentals.

 
2018 February Implications of recent market volatility

After an extended period of low volatility, markets corrected from their highs in early February. In this Investment Note, Geoff Lewis, Senior Asia Strategist, Endre Pedersen, Chief Investment Officer, Fixed Income, Asia (ex-Japan), and Ronald CC Chan, Chief Investment Officer, Equities, Asia (ex-Japan) offer our views regarding the implications for investors from recent market movements.

 
2017 November China's 19th Communist Party Congress – Onward and upward!

The stage is set for a strong, united and determined government in China for the next five years. Manulife Asset Management Senior Asia Strategist Geoff Lewis explains what all this could mean for investors going forward.

 
2017 October Conviction in the US Banking Sector Remains High

Despite high hopes entering the year, banking stocks, particularly regional banks, have underwhelmed. The portfolio management team responsible for our Bank Opportunities and Financial Industries strategies believes that investors should stay focused on long-term supportive factors in the sector.

 
2017 September Fed announces exit from QE: Implications for EM and Asia

Geoff Lewis, Senior Asia Strategist, Manulife Asset Management believes that the Fed’s exit is a watershed moment, and one that will likely be successfully navigated. For Emerging Markets (EM) and Asia, the decision’s long-term impact should be muted, although there may be short-term hiccups.

 
 

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Manulife™ Investor Sentiment Index

Manulife Investor Sentiment Index (MISI) in Asia is a quarterly, proprietary survey measuring and tracking investor's€™ views across eight markets on their attitudes towards key asset classes and investment vehicles.
 

 

Please take note that information provided here is for your reference only. No information contained here should be relied upon as investment advice or regarded as a substitute for any investment advice.

Investment involves risk. Investors should not only base on this page alone to make investment decisions and should read the offering document for details, including the risk factors, charges and features of the product. This page has not been reviewed by the Securities and Futures Commission (SFC). Issued by Manulife Asset Management (Hong Kong) Limited.

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