MoneyWeek

Invest in the world’s fastest-growing markets

Pictet’s Asia ex-Japan strategy is a long-only, high conviction and fundamentally driven portfolio. We focus on cash-generative businesses and invest in both structural compounders and cyclical-inflection opportunities. Asian equities are attractive due to the strong earning potential of companies and appealing valuations, especially relative to developed markets. A focus on stock selection has been

You’re reading a preview, subscribe to read more.

More from MoneyWeek

MoneyWeek2 min read
Audi Updates A Classic
The Audi A3 has been the “conservative and consistent, if somewhat predictable, option in the premium family hatchback class” since it was first rolled out in 1999, say Matt Prior and Felix Page in Autocar. “Now, halfway through its fourth generation
MoneyWeek2 min read
Patience With Moonshots Wears Thin
Wall Street’s patience for the costly artificial intelligence (AI) arms race is waning, says Dealbook in The New York Times. Facebook-owner Meta recently reported its “best ever first-quarter earnings”, but that wasn’t enough to prevent a crushing se
MoneyWeek1 min read
Spain’s PM Adds To Toxic Political Atmosphere
Spanish prime minister Pedro Sánchez (pictured) “inspired anxiety, bewilderment and right-wing hopes” last week when he reacted to the opening of a judicial investigation into his wife by declaring he was “considering quitting” his post, say Jason Ho

Related Books & Audiobooks