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☆ The semiconductor supply chain is the most sensitive to shocks, fund manager says
▼ + stars: | 2024-04-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe semiconductor supply chain is the most sensitive to shocks, fund manager saysVikas Pershad, fund manager at M&G investments, discusses the state of global supply chains in the wake of the Taiwan earthquake, Baltimore bridge collapse and Red Sea disruptions.

Persons: Vikas Pershad Locations: Taiwan, Baltimore

☆ China is 'very much investable' across sectors, fund manager says
▼ + stars: | 2024-02-26 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina is 'very much investable' across sectors, fund manager saysVikas Pershad, fund manager at M&G Investments, explains why he sees investment opportunities across multiple sectors in China despite negative sentiment, and says "China's not just a relative outperformance market — there's absolute outperformance to be found."

Persons: Vikas Pershad, China's Organizations: China, G Investments Locations: China

☆ The 'Korea discount': Value stock or value trap?
▼ + stars: | 2023-11-28 | by ( Lim Hui Jie | ) www.cnbc.com time to read: +6 min

A cameraman takes video footage of a stock index board showing South Korea's benchmark stock index (L) after a ceremony celebrating the New Year's opening of the South Korea stock market at the Korea Exchange in Seoul on January 2, 2023. Chaebol challengeIn South Korea, most market heavyweights are corporations called "chaebols," large family-owned global conglomerates that are usually controlled by the founder's family. However, IHS Markit highlighted in June last year that in South Korea, the ex-dividend date comes before the companies' dividend announcement dates. With such challenges, should investors be putting their money into South Korea stocks — or should they stay away? "If authorities continue to improve the investment environment further, the chances for the South Korean stock index to be included in the [MSCI World Index] will grow," he said.

Persons: Jung Yeon, JUNG YEON, Vikas Pershad, Jiang Zhang, Jeremy Tan, Zhang, Hebe Chen, Chen, Ryota Abe Organizations: South, Korea Exchange, Getty, Management, North, CNBC, Samsung Electronics, LG, SK, Hyundai, Samsung, Tiger Fund Management, IHS, South Korea's Financial Services Commission, IG International, Sumitomo Mitsui Banking Locations: South Korea, Korea, Seoul, North Korea, Korea's, Southeast Asia

☆ We remain very constructive on Japan — 'it's not too late,' says asset management firm
▼ + stars: | 2023-07-13 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe remain very constructive on Japan — 'it's not too late,' says asset management firmVikas Pershad of M&G investments, says that for Japan, it's "still relatively early in a long-term equity appreciation cycle."

Persons: Vikas Pershad Locations: Japan

The research arm of BlackRock, the world's biggest asset manager, shifted its view on Japanese equities to neutral from underweight. "We are looking for more evidence of corporate reform to support the enthusiasm for its equity markets that has gripped foreign investors so far this year," wrote analysts at BlackRock Investment Institute, in its mid-year outlook report last week. "It's not the case that we've already seen the completion of offshore investors' quite aggressive investment in Japan equity markets," said Nomura's chief equity strategist for Japan, Yunosuke Ikeda. "Now, a lot of asset owners have decided just not to invest in China any more, and that's made Japan the top dog in Asia." Many analysts and investors, though, consider the declines a healthy and necessary retracement before the next leg higher, with 35,000 often touted as a target for this year as slower-moving foreign investors start to buy in size.

Persons: Nomura, It's, Yunosuke Ikeda, Archie Ciganer, Rowe Price, Ciganer, that's, Warren Buffett, Vikas Pershad, Kevin Buckland, Ankur Banerjee, Junko Fujita, Jacqueline Wong Organizations: Nikkei, BlackRock Investment Institute, Nomura Securities, Graphics, G Investments, Thomson Locations: TOKYO, Japan, BlackRock, China, Asia, Tokyo, Singapore

Refinitiv data shows foreigners sold $1.71 billion worth of mainland shares this month via Stock Connect, a key cross-border link between the mainland and Hong Kong exchanges, after selling $659 million in April. Despite outflows in February, April and May, foreigners' net purchases of mainland shares still stood at $25.05 billion for the first five months of this year, compared with net buying of about $6.36 billion worth over the whole of 2022. "Foreigners seem to have been selling because of the underwhelming near-term economic data points and, perhaps, because of the opportunities available to investors with a broader (pan-Asia or global) mandate," Pershad said. "We presume other investors have re-allocated some capital from China to those markets (and others) this year." Reporting By Patturaja Murugaboopathy and Gaurav Dogra in Bengaluru; Editing by Vidya Ranganathan & Simon Cameron-MooreOur Standards: The Thomson Reuters Trust Principles.

Persons: Pruksa Iamthongthong, Refinitiv, Alexander Davey, Vikas Pershad, Pershad, Patturaja Murugaboopathy, Gaurav Dogra, Vidya Ranganathan, Simon Cameron, Moore Organizations: Stock Connect, Reuters, National Bureau of Statistics, P Global, PMI, Morningstar, Allianz All China Equity WT, HK, HSBC Asset Management, U.S . Federal Reserve, G Investments, Thomson Locations: Hong Kong, China, Morningstar ,, Taiwan, Shanghai, Asia, Bengaluru

☆ Steakholder Foods and Umami Meats have teamed up to create the world's first 3D-printed cultivated fish fillet
▼ + stars: | 2023-05-31 | by ( Michelle Cohan | ) edition.cnn.com time to read: +6 min

A “Star Trek“-like, food-on-demand 3D printer has just served up a real, cultivated fish fillet for the first time. Steakholder Foods, a startup based in Israel, produced the 3D-printed cut of grouper – “a significant milestone in the food industry,” says Arik Kaufman, CEO of Steakholder Foods. Chicken nuggets from Steakholder Foods, pictured, are considered a hybrid product, containing both plant-based and cultured ingredients. At the time of writing, Singapore is the only country in the world where cultivated meat products are commercially available. “One way is to create hybrid products, so something that (combines) cultivated meat with plant-based meat or conventional meat,” Block tells CNN.

Persons: ”, Arik Kaufman, Mihir Pershad, ” Kaufman, we’ve, Orit Goldman, Liz Specht, Davis, Ronen Mangan, David Block, GFI’s Specht Organizations: CNN, Steakholder Foods, Good Food Institute, UN, of California, NASA, Foods, Food and Drug Administration, FDA, UC Davis, Consortium Locations: Israel, Singapore, bioreactors, California

☆ Dished up by 3D printers, a new kind of fish to fry
▼ + stars: | 2023-05-03 | by ( ) www.reuters.com time to read: +3 min

An Israeli foodtech company says it has 3D printed the first ever ready-to-cook fish fillet using animal cells cultivated and grown in a laboratory. Israel's Steakholder Foods has now partnered with Singapore-based Umami Meats to make fish fillets without the need to stalk dwindling fish populations. Steakholder Foods then adds them to a 'bio-ink' suited for special 3D printers. It has the flakiness of traditional fish and when fried and seasoned it is hard to tell the difference. "The number of scientists, you can imagine, working on fish stem cell biology is a small fraction of those working on animal cells and human cells."

Vahia is one among India’s young and aspirational 1.4 billion population, whose propensity for online spending has attracted global companies and digital platforms. And as private consumption underpins economic growth in India, financial investors are targetting new ways to tap into it. India's per capita consumption of food was at $314 in 2020 compared to $884 for China, while that of clothing stood at $53.9 versus $212.9 for China, data from CLSA showed. FOREIGN INVESTORS JUMP INWith private consumption accounting for 60% of India's $3.5 trillion GDP, foreign portfolio investors have been quick to latch on. To be sure, it has not been all smooth sailing for investors as they chased India's consumption boom.

☆ Bank of Japan's yield curve control policy tweak is a step in the right direction, fund manager says
▼ + stars: | 2022-12-23 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBank of Japan's yield curve control policy tweak is a step in the right direction, fund manager saysVikas Pershad of M&G Investments discusses the central bank's yield curve control policy tweak and says "what we have gotten this week is a tacit acknowledgement from the BoJ that Japan's dalliance with deflation is done."

☆ Turnover surges as funds rush to exit private equity stakes
▼ + stars: | 2022-12-19 | by ( Rae Wee | ) www.reuters.com time to read: +5 min

Conceived as an illiquid but lucrative method of accessing unlisted companies, private investments are typically structured into funds run by buyout firms. Investment firm Hamilton Lane says an unprecedented $224 billion in private equity stakes have been offered in the secondary market this year to mid-November. Others want to deploy their capital elsewhere - a sign that private equity funds are no longer so highly regarded. The need to sell to rebalance can occur when, as this year, private equity funds have outperformed public markets. On paper, plenty of private investments, which are typically valued quarterly, appear to have done very well this year.

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