Evergrande – has the market overreacted?

Edmund Goh, Head of China Fixed Income at abrdn, about the implications of the Evergrande case and the prospects for China bonds.

Why it’s the time for Asian growth stocks

Growth stocks are and will be abundant in Asia, says Phil S. Lee, Head of AP Research, Mirae Asset Global Investments.
Where is Japan on its path to sustainability?

Sustainable investing in Japan

Where is Japan on its path to sustainability? We talked to Masahiko Komatsu, Active Ownership Group Manager at Nikko Asset Management.
NB China Bond: Return to normalcy

China’s Bond Market: Risks and opportunities amid Evergrande crisis

Rob Drijkoningen from Neuberger Berman discusses the recent trends and investment opportunities in China’s bond market, while the Evergrande’s debt crisis rattles the market.

Has Covid-19 changed the perspective for Asian growth?

Which economies and industries in Asia have the potential to surprise markets in 2022? Avo Ora, Head of Emerging Market Equities at Pictet Asset Management, is sharing his insights.
Evergrande crisis

Evergrande crisis – a “Lehman moment”?

We asked Rahul Chadha, CIO Asia Pacific, Mirae Asset Global Investments, if the dominating headlines about Evergrande developing into a full-blown Lehman event will come to fruition.
Asian High Yield bonds; Axa, James Veneau

Why Asian high yield bonds are worth a closer look

James Veneau, Head of Asian Fixed Income at AXA Investment Managers, on the attractive opportunities offered by the Asian high yield universe.

Opportunities in China A-Share amid changing regulatory landscape

New reforms by the Chinese government have influenced the movements in the China A-share market, says Michelle Qi, from Eastspring Investments.

Understanding the Japanese market

In our interview, Richard Kaye, Analyst at Comgest, explains why Japan is misunderstood and a look behind the façade is worthwhile.
E-commerce Southeast Asia, Shopee

Southeast Asia’s internet economy: on a fast track

Southeast Asia is ripe for e-transformation, says Claus Born, investment strategist at Franklin Templeton.

Chinese tech through an ESG lens

As the Chinese tech sector improves on its ESG commitments and disclosures, compelling investment opportunities are opening up, says Eastspring's Ken Wong.

Understanding China’s regulatory announcements

Do investors need to reassess the regulatory risks associated with investing in China? Robert Horrocks, Matthews Asia, sharing his insights.

Driven by Asia: Global supply chain bottlenecks likely to ease

The global supply chains are likely to adjust to recovery amid rising production in Asia and global demand, says Carol Liao, China Economist at PIMCO.
Indian economy forecast 2021

India’s economic forecast: Recovery back on track for 2021

According to Shibani Sircar Kurian, Head of Equity Research, Kotak Mahindra Asset Management Company, India is promising a full speed economic recovery ahead.
Vietnam investing interview_Andreas Vogelsanger

Vietnam – better investment story than China?

The long-term structural story of Vietnam is intact, making it an attractive investment destination, says Andreas Vogelsanger, Asia Frontier Capital (Vietnam), in our video interview.
Asian Bonds interview Ninety One

What makes Asian bonds so attractive?

The Asian bond market has developed dramatically in recent years. We spoke to Alan Siow, portfolio manager at Ninety One, about the current investment opportunities.

Growth Market South East Asia: Short term risks, long-term opportunities

For years, equity markets in Southeast Asian countries were underestimated by investors - wrongly, writes Richard Evans of Cadence Investment Partners, in this guest commentary.

Asia’s Real Estate back to normalcy?

David Fassbender, Senior Portfolio Manager and Head of Southeast Asia, PGIM Real Estate, talks about the major upcoming structural changes in Asia's real estate sector.

China’s state-owned enterprises – a cause for concern?

Not every defaulting state-owned enterprise will be able to rely on Beijing's support in the future, writes Sheldon Chan, Portfolio Manager, T. Rowe Price, in his guest commentary.
China inflation

China’s battle against imported inflation

In this guest commentary, Fabrice Jacob, CEO, JK Capital Management, evaluates how Chinese policymakers have been trying to tame inflation and protect their factories from rising costs.

China – all back to normal?

The investment opportunities in China are manifold and investors should not fixate on only one industry, says Andrew Mattock, Portfolio Manager at Matthews Asia.
Fidelity ESG interview, Flora Wang

Asia: Top investment target to create impact

Asia should be the target for investors to create impact, says Flora Wang, Director Sustainable Investing at Fidelity International, in our latest video interview.
Asia small caps interview, Gabriel Sacks, Aberdeen

Exploiting Asia’s small cap potential

Gabriel Sacks, Investment Director, Aberdeen Standard Investments about the advantages of small-cap asset allocation in Asia.

Is the time right for Japan Value stocks?

Japan's economy has emerged quite well in recent years. We talked to Dean Cashman, Head of Japanese Equities at Eastspring Investments, about recent developments and investment opportunities.
Structural reforms India, interview LOIM

India: Structural reforms give hope

Even if India is still battling the effects of the coronavirus pandemic, structural reforms give hope for a soon recovery, says Nivedita Sunil, Lombard Odier Investment Managers.
China bonds_pictet

Is the time right for China bonds?

Chinese bonds are seeing strong investor interest at the moment. Has Covid-19 changed the Chinese fixed income market? Qian Zhang, Pictet Asset Management, in our latest video interview.
Asia ESG_Liam Spillane, Aviva

What is driving demand for ESG strategies in Asia?

Has Covid-19 influenced a shift in thinking towards more sustainable investments in Asia? We asked Liam Spillane, Head of EMD, Aviva Investors.
Fidelity, Asia Pacific Opportunities

Where to find current investment opportunities in Asia-Pacific?

Asia Pacific is on the forefront of recovery providing broad investment opportunities. We spoke to Anthony Srom, Portfolio Manager, Fidelity International, about the most promising sectors and titles.
China Bond ETF interview, GSAM

Why invest in China through a China Bond ETF?

China Bond ETF - why choose a passive strategy to access China's bond market? Jürgen Blumberg, Head of ETF Product & Capital Markets, GSAM, sharing his insights.
China equity market likely to outperform in 2021

China equity market likely to outperform in 2021

Besides the consumer sector, what sectors are the most recommended trades for 2021? Read it in the guest commentary by China Post Global.