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Heading into a new week, the ongoing interest rate debate within the European Central Bank (ECB) is intensifying, particularly in contrast to the Federal Reserve's increasingly less dovish policy plans (read: fewer interest rate cuts than expected). Last week’s comments from ECB officials, including Italy’s central bank governor Fabio Panetta, highlight the ...
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A higher-for-longer interest rate environment is burnishing the credentials of cheap Chinese stocks and driving value investment strategies in Asia. Corporate reforms in Japan and South Korea will support a value thesis, according to JPMorgan Asset Management and AllianzGI. Meanwhile, M&G Investment Management is attracted by near record-low valuations for ...
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