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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.
PC Manufacturing to Shift from China to SE Asia by 2030

Notebook PC manufacturing to shift to SE Asia by 2030

China’s current laptop market manufacturing share could fall from 90% to just 40% by 2030. Southeast Asia could take over as largest producer.
Asian equities interview, Flavia Cheong, Aberdeen

How are Asian equities responding to the current crisis?

Asia Pacific equities have done surprisingly well since Q1. However, with again rising Covid-19 infections, the fragile economic recovery could stall. An interview with Flavia Cheong, Head of Equities Asia Pacific, Aberdeen Standard Investments.
David Smith, Aberdeen, ESG Investingvideo

ESG Investing in Asia on the Rise

David Smith, Head of Corporate Governance, Aberdeen Standard Investments, about the importance of ESG investing in Asia.
China economy 2020 - interview Robert Horrocksvideo

China Economy 2020: Better prepared for macroeconomic changes

Robert Horrocks, Chief Investment Officer, Matthews Asia, sharing his insights on the recovery of China, the dominance of Chinese technology stocks and the conflict between the US and China.
Japanese stocks: valuation as a starting pointvideo

Japanese stocks: valuation as a starting point

Corporate Japan was pretty well placed coming into the coronavirus crisis and japanese stocks remain attractive, says Sam Bentley, Client Portfolio Manager, Eastspring Investments.

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