Investing in disruptive tech in Asia

We talked with Mark Hawtin, GAM Investments, about technology trends in Asia and China investors should watch.
How is the outlook for Indian Equities 2022?

India’s equity market resilient despite Covid headwinds

With fundamental support from the nation's economic growth, India's equity market has remained among the top performers this year.
Japan Innovation potential; interview John Vail, Nikko AM

Japan’s underestimated innovation potential

Japan has a huge innovation potential, not only in robotics and AI, says John Vail, Nikko AM's Chief Global Strategist.
Asian Corporate Bonds outlook

Where to find investment gems in Asian corporate bonds?

According to Christina Bastin, Muzinich, Asian corporate bonds certainly offer potential, particular in other large markets like India and Indonesia.
Real estate development in Shanghai, China

Defaults China real estate: Why won’t the government step in?

According to Alejandro Arevalo, Head of Emerging Market Debt at Jupiter Asset Management, the Chinese government is not yet doing enough to stop the rot in the real estate sector. But why?

China – sustained economic growth?

How is the flood of regulations affecting China's economic growth? We spoke to Lilian Co, Portfolio Manager of Eric Sturdza Investments' Strategic China Panda Fund.

How China’s “Common prosperity” is impacting investments

First regulatory moves under China's "Common prosperity" plan have rattled the markets. Should investors shun China now? We spoke to Norman Villamin, CIO Wealth Management at UBP.

China mitigates inflation risk

The ups and downs of the global economy have basically been driven by China and fluctuations in credit growth, says Francis Scotland, Director of Global Macro Research, Brandywine.

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.