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 Chinese stocks. Other haven plays are exporters and India’s domestic-driven equities. The outlook is even dimmer for currencies and bonds.
Smallcaps cheaper but not cheap yet: Sonam Srivastava urges selective investing
Smallcap stocks have corrected sharply but are still not cheap, says Sonam Srivastava of Wright Research, urging investors to stay selective. She highlights opportunities in
March 14, 2026