Stephen Jen Eurizon

China’s bond market defies the crisis

The Chinese bond market has done well during the coronavirus crisis. Stephen Jen, CEO and Co-CIO of Eurizon, about the reasons and why capital inflow into the market should even be much larger.

Corona crisis: Asia’s supply chains are gaining momentum again

Analysts at Fidelity International expect the Chinese economy to regain momentum unexpectedly quickly. Technology equipment suppliers, the chemical and semiconductor industries are recovering faster than expected.

More pain to bring more opportunities

Flavia Cheong and Robert Gilhooly of Aberdeen Standard Investments about how the current Covid-19 situation is affecting the Asian capital markets.

Matthews Asia on Coronavirus: “Long-term perspective is key”

The global impact of the coronavirus will have long-term implications for the importance of China and Asia to the world economy as a whole, according to investment experts at Matthews Asia.
Coronavirus and the impact on Asian economy

When will the Asian economy recover from the coronavirus impact?

The coronavirus outbreak has caused turmoil in the global markets. We spoke to Khiem Do, Head of Asian Multi Asset at Barings, about how coronavirus is impacting the economies in Asia and when they might recover.
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.
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.
Archibald Ciganer, Portfolio Manager of Japanese Equity Strategy at T. Rowe Price, about the importance of ESG in Japanese investments.

ESG in Japan investments: “Passive strategies are not enough”

ESG criteria have long been one of the top issues in the investment industry. This trend has also taken hold in Japan. Archibald Ciganer from T. Rowe Price in a guest article.
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The US can’t isolate China

How will the trade conflict between the US and China affect the financial markets in 2020? Robert Horrocks, CIO of US Asia specialist Matthews Asia, in an interview with AsiaFundManagers.com.
Asian bond markets: Indonesia on the rise

Emerging opportunities in the Asian bond market

The Asian bond market has grown to become one of the largest bond markets in the world and therefore present immense investment opportunities. An interview with Neal Capecci, Manulife Investment Management.
Investment Opportunities in China, boomtown Shanghai

Investment opportunities in China

China presents some compelling investment opportunities, especially in the onshore A-Share equity market. An interview with Ben Morris, Aberdeen Standard Investments.
Asian Bonds - a very compelling risk-reward profile

Asian Bonds – “a very compelling risk-reward profile”

Prashant Singh, Senior Portfolio Manager in Emerging Markets Debt at Neuberger Berman, shares his views on the Asian bond markets.
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.
U.S.-China trade dispute - deal by the end of 2019?

U.S.-China trade dispute: “There will be a deal by the end of 2019”

Matthews Asia Investment Strategist Andy Rothman believes, even if there is no near-term trade deal between the U.S. and China, this should not jeopardize the liberalization of Chinese financial markets.
China growth -

Demographic challenges opening up investment opportunities in China

For investors in China, the impact of trade conflict, environmental, social and governance (ESG) factors as well as demographic issues are of concern. May Ling Wee, Janus Henderson, gives answers.
Shibuya in Tokyo - symbol of Japanese economic dynamism

Japanese economy: current challenges and opportunities

The Japanese economy is facing a number of challenges. We talked to Mitsuhiro Yuasa, fund manager at E.I. Sturdza, about promising industries in Japan and the outlook for the Japanese economy.
Asian asset managers in Europe - finding their way.

Asian Asset Managers in Europe

Asian asset managers are still underrepresented in Europe and only a small number have been successful in developing their brand in the region. An interview with Timothy Walkley, Managing Director Asia Markets at FundRock.
Frontier markets: Sri Lanka is much more developed than India by most economic metrics.

“Frontier markets present untapped potential”

Matthews Asia Portfolio Manager Robert Harvey discusses his current views on investing in frontier markets and the "untapped potential" investors should consider.
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.
Hugh Young, Aberdeen Standard Investments, about Asian economies growth

Asian economies on the rise – growth that investors should not miss

Asian economies are the engine of the global economy. In our guest commentary Hugh Young from Aberdeen Standard Investments explains why investors should look to Asia for growth.