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Asia Fund Managers

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Asian Market Insights

Exclusive news, analyses and opinion on Asian economies and financial markets

Markets

What makes Asia’s role in the global shift to sustainabil...

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Asia's commitment to sustainability illustrates the region's crucial role in the global shift to sustainability.

“Value-Up”: More details about South Korea’s corporate go...

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Korea's Financial Services Commission said the guidelines are not the end but the beginning of Corporate Value-up.

Soaring ambitions: China’s leap into the global fly...

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Several Chinese companies have electric vertical take-off and landing vehicles in testing and are waiting for the regulatory go.

Partner Views

The overlooked opportunity: Japan small- and mid-caps

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Japan's small- and mid-caps sector is a wide and diverse universe. Opportunities lie in undervalued regional banks and reta ...

Bank of Japan: no big surprises

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Following the BoJ’s decision, bank stocks saw some weakness, but overall moves have not been significant, says Eastspring ...

After rally in 2023: Reforms continue to propel Japan equities

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Despite the strong rally in 2023, Eastspring Investments believes that there is still more room for Japanese equities to ris ...

Insights

Why you shouldn’t overlook Japanese small-cap stocks

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Max Godwin, Portfolio Manager at Eastspring Investments, outlines the themes within the Japanese small-cap market that offer ...

China onshore bonds to benefit from weak macroeconomic conditions

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Persistently lacklustre economic growth and geopolitical tensions continue to fuel discussions on the advantages and challen ...

Investing in Vietnam: “gratifying, but with challenges”...

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After a challenging year 2023, Vietnam's economy is expected to grow around 6% this year. The International Monetary Fund (I ...

Investments

Stewart Investors – Asia Pacific Leaders Sustainability Fund

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The fund invests in shares of high-quality companies that are in a position to contribute to and benefit from sustainable de ...

Matthews Asia – Small Companies Fund

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Matthews Asia believes small companies in Asia offer long-term growth opportunities given their innovation and domestic cons ...

Pictet – Asian Equities Ex Japan

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Pictet's Asian Equities Ex Japan fund invests in companies with high growth potential that are underestimated by the market. ...

Economies

Japan’s ageing population has lessons for the rest of the wor...

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Japan's population is rapidly ageing, earning it the title of the world's 'super-aged' society. Statistics paint a vivid pic ...

ASEAN, the “fastest expanding consumer market in the world...

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After a robust performance towards the end of 2023, the economy of the Association of Southeast Asian Nations (ASEAN) is e ...

K-pop is making billions for South Korea

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South Korea, Asia’s fourth-largest economy and 12th-largest in the world, has grown into a high-tech economy. The country ...