Charting China’s ESG integration journey

Over the years, policymakers have pushed ahead with capital market reforms to turn China into Asia's ESG hub.
Gaining Chinese tech exposure through ETFs

Gaining Chinese tech exposure through ETFs 

Thematic ETFs pertaining to China’s tech sector have become an easy way for investors to get exposure to an ever-growing market. We are looking at three new ETFs in that space.

Sustainable investing in Asia: Selected ESG funds

There is a growing awareness of climate change-related issues across Asia-Pacific, leading to record flows in ESG Funds. Time to look at some sustainable funds.

China A: Going mainstream, going strong

China’s onshore market has opened up and liberalised considerably in recent years. Consequently, China A shares are going mainstream, says Nicolas Yeo, Head of Equities, Aberdeen Standard Investments.
China A-shares ETF

Getting China A-shares exposure through an ETF

Onshore Chinese equities, A-shares, represent a significant portfolio opportunity for foreign investors. In this article, we review three prominent China-focused ETFs and their distinct exposure profiles.
Investing in India, Mirae

Investing in Indian Equities: Mirae Asset India Sector Leader Equity Fund

Indian equities present an attractive long-term investment opportunity. We look at one way to gain exposure to the market, the Mirae Asset India Sector Leader Equity Fund.
Should you consider dim sum bonds for your portfolio

Dim Sum Bonds: China’s Offshore Fixed Income Market

Just like Chinese equities, Chinese offshore bonds are an underappreciated investment opportunity. Known as dim sum bonds, they offer exposure to the Chinese economy and its currency.
MSCI China

MSCI China and other indices for China equity exposure

Foreign investors today have much better access to the Chinese stock market. MSCI China indices are used by many funds for Chinese shares. We have taken a look at funds, ETF and index alternatives.
Asian bond funds: picking the right exposure

Asian bond funds: picking the right exposure

Asian bonds represent an underrated investment opportunity. However, choosing the right type of exposure, from corporate to local currency bonds, is often a challenge. Here, we profile three Asian bond funds that offer distinct ways of allocating to the market.
Shanghai_China dominates Asian bond market

Asian bond market: time for a dedicated portfolio allocation?

After nearly two decades of structural reforms, Asian fixed income markets are open, liquid and attractive to foreign investors. With strong fundamentals and reasonable valuations, the case could be made for a dedicated portfolio allocation to Asian bonds.

Australian equities: the future is bright down under

Australian economy has escaped a recession for 28 years. Despite this run coming to an end, The Lucky Country is well positioned for the future. Heavily exposed to value stocks, its share market should benefit from the recent fiscal stimulus.
Ning Meng - Neuberger Berman

Why the time is opportune for China A-Shares

China is recovering rapidly from the Covid 19 pandemic. But there are other factors that support China A shares. Interview with Ning Meng of Neuberger Berman.
Is the time right for Japan equity funds?

Is the time right for Japan equity funds?

After Warren Buffett’s $6.5 billion investment, the bullish case for Japanese equities is getting more attention. A comparison of two Japanese equity funds with experienced teams and stellar track records.
China A-Shares: All investors need to know

China A-Shares: All investors need to know

The Chinese market for A-shares is one of the largest in the world, but it is still easily overlooked by global investors. Wrongly so - we highlight the characteristics of the market and the underlying trends that drive it.
Investment Opportunities in China’s Fund Marketvideo

Investment opportunities in China’s fund market

How did China's fund market develop during Covid-19 and what are the opportunities for foreign investors? We talked to Fitch Ratings' fund analyst Li Huang.

Market liberalisation will drive growth for China’s mutual funds

China is now the fifth-largest mutual fund market worldwide, and one of the fastest-growing. An evaluation by Alastair Sewell, Head of Fund and Asset Manager Group for EMEA and APAC, Fitch Ratings.
China property market -

China property market: drivers, challenges and opportunities

China’s property market can be an attractive one for long-term investors, but the question is how to get access. In this article we look at smart strategies for overseas investors to get exposure to long-term trends and current opportunities.
South Korea Equity - active or passive

South Korea Equity Funds – Active or Passive?

We not only evaluate two of the most prominent strategies on the market, but also compare an active strategy (JP Morgan Korea Equity) and a passive one (iShares MSCI Korea ETF).

Japan Small Caps – Small Names, Big Opportunity?

Japan small cap funds give investors exposure to under-appreciated companies operating in one of the world’s most competitive economies. We compared two of the largest active funds.
The Asian small cap universe is a place to find hidden gems.

Thinking Small – Three of the Best Asian Small Cap Funds...

The Asian small cap universe is a place to find hidden gems. Because Asian small companies are relatively under-researched. That opens up opportunities for active local managers to find hidden success stories.

Asia High Yield – an alternative in a low-yield world?

High yield is one part of Asia’s corporate bond market. We analyze two leading actively-managed Asian high yield funds and their value propositions for investors: Fidelity Asian High Yield and UBS BS Asian High Yield.

China equity funds – comparing three of the best strategies

China equity funds offer investors the chance to invest in leading companies at the forefront of China’s growth story. We compared UBS (Lux) EF Greater China, Pictet Greater China, and Invesco Greater China.
Baki Irmak about the fight FAANG against BAT.

FAANG vs. BAT: the battle of the technology giants

Chinese technology giants Baidu, Alibaba and Tencent (BAT) are benefiting above all from their home market. An interview with Baki Irmak, fund manager of The Digital Leaders Fund, about their impact worldwide.
Invest in India with India ETF

India Equity ETF Comparison: iShares, WisdomTree, Xtrackers

India equity ETFs offer an opportunity to invest in the fast-growing economy. In this article we compare three India ETFs: iShares MSCI India ETF, WisdomTree India Quality ETF and X MSCI India Swap ETF.
Sony Headquarter in Tokyo: Sony shares in check

Three questions for the Japan Equity Team of Nikko Asset Management

Sony is the third largest Japanese electronics company after Hitachi and Panasonic. The Japan Equity Team of Nikko AM explain what speaks for the company.
China QFII quota drop - what does it mean for investors

China QFII quota drop: “No significant immediate impact”

China is further opening up the financial market. But what does the China QFII quota drop mean for foreign investors? Jing Ning, Fidelity International, in interview.

Japan Stock Market then and now: Similar but not identical

The Japanese equity market is often overlooked. But there are several reasons why it should be considered. An interview with Ernst Glanzmann, GAM.
Asia Pacific Funds of HSBC

HSBC Asia Pacific Fund: more stable growth with dividends

Investing in Asia with a dividend strategy. For HSBC's Asia Pacific Fund, an international team successfully searches for undervalued equities.
China debt guest commentary by Paul Smillie, Senior Investment Analyst at Columbia Threadneedle Investments

“Time is running out to solve China’s debt bubble”

Investors should not underestimate China's debt problem, says Paul Smillie, Senior Investment Analyst at Columbia Threadneedle Investments.
Investor watchs electric board in a stock market. China fund. Chinese equities.

China Fund comparison: GS China Opportunity Equity Portfolio and JPM China...

Equity funds that invest in Chinese companies offer investors exposure to a large and rapidly growing economy. In this article we compare two prominent funds: the Goldman Sachs China Opportunity Equity Portfolio and the JPM China Fund.