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.
Shanghai/China, Covid-19 precautions, May 2020: Passengers in subway (Source: Robert Way/Shutterstock.com)

First in, first out of Covid-19 – how has China fared?

What are the main opportunities in China stocks? What are the implications resulting from Covid-19 for Asian strategies? A guest commentary by May Ling Wee, Janus Henderson Investors.
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.
David Choa_BNPP AM_Chinese tech Stocksvideo

Chinese tech stocks – more than Alibaba

Why do Chinese tech stocks like Alibaba and Tencent dominate the portfolios of many Asian strategies? And what other companies are attractive right now? We asked David Choa, Head of Greater China Equities, BNP Paribas Asset Management.
AFM-Interview_Fullerton, Robert St. Clair_ASEAN economiesvideo

ASEAN economies will recover strongly

ASEAN countries during Covid-19 - who manages well through the crisis? Where are the effects most severe? We talked to Robert St. Clair, strategist at Fullerton Fund Management.
China's digital change will be reflected upon the rest of the world. (Source: Freer/Shutterstock.com)

Digital change accelerates China’s growth

China’s move towards an increasingly digital existence will be reflected upon the rest of the world, says Jian Shi Cortesi, Portfolio Manager, GAM Investments.
Vipul Mehta, Nomura Asset Management, Indian Stocksvideo

Finding value in Indian stocks

Vipul Mehta, Head of Investment APxJ, Nomura Asset Management, about the outlook for India's economy, the Indian stock market and where investors can find value in these uncertain times.
Interview Asian Consumption, Joohee Anvideo

How to Invest in the Megatrend Asian Consumption?

Consumers in Asia are a key growth driver for the region and will help shape the future of global consumption, creating attractive investment opportunities, says Joohee An, Mirae Asset Global Investments.
Interview Daisuke Nomoto Japanese Stocksvideo

Japanese Stocks: low valuations, high net cash

The recovery of Japanese stocks after the slump in March was a little quicker than expected, says Daisuke Nomoto, Head of Japanese Equities, Columbia Threadneedle.
interview_GSAM_Luke Barrs_China A sharesvideo

China A-Shares: earnings growth in 2021?

The outlook for profits in China is positive, says Luke Barrs, Goldman Sachs Asset Management. Estimates of earnings growth for China A-shares this year are at 9 percent.
AFM_interview_ Patrick Ru_Neuberger Berman_China equityvideo

China stocks: higher valuations for quality shares

Given the global uncertainty in growth, and China’s own uncertainty, what structural investment opportunities are still available in China? We talked with Patrick Ru, Portfolio Manager, Neuberger Berman.
interview_Tricia Wong_Asian high yield at attractive levelsvideo

Asian high yield at attractive levels

In unpredictable times, Asian high yield offers investors a promising investment opportunity. We spoke with Tricia Wong, Client Portfolio Manager Asia Fixed Income at Eastspring Investments.
AFM_interview_Michelle Lopez_Australian Stocksvideo

Australia stocks: looking for growth drivers

We spoke to Michelle Lopez, Head of Australian Equities, Aberdeen Standard Investments, about the Australian economy and the current developments in Australian stocks.
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Asian Dividend: Cuts more moderate than earnings fall

Yu Zhang, Portfolio Manager, Matthews Asia, about the influence the coronavirus pandemic has on the Asian dividend landscape and the changes in earnings and dividend payments.
AFM_Interview_Wenchang Ma_China Stocksvideo

China stocks: Internet companies with accelerated growth

The world looks to China and the Chinese economy. How far is China on the way back to normality? We asked Wenchang Ma, China Equity Portfolio Manager, Ninety One.
AFM_John Vail_Nikkoam_China economyvideo

China economy: Recovery will take time

Interview with John Vail, Chief Global Strategist, Nikko Asset Management about the impact the coronavirus has on China as well as the tensions with the US.
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India investing: “Be patient and long-term”

What is the current situation on the Indian stock market? Which stocks and sectors will emerge from the crisis first? We asked Kristy Fong, Investment Director, at Aberdeen Standard Investments.
Asian Fixed Incomevideo

The new normal in Asian fixed income

What influence does the coronavirus crisis have on the Asian fixed income market? We talked to the experts of Neuberger Berman's Emerging Markets Debt team.
new Huawei restrictions - cold technology war

Huawei restrictions: “Cold War of Technology”

The new US-restrictions are very targeted and specific to Huawei. The disruption is potentially much more meaningful to China’s 5G deployment, say the experts from Janus Henderson.
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Coronavirus and the Impact on Asian Fixed Income Market

Teresa Kong, Head of Fixed Income at Matthews Asia, about the latest market developments in Asian fixed income since the outbreak of the coronavirus pandemic.
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Coronavirus: “Things won’t get back to normal quickly”

China will see a much quicker recovery than other countries. However, things won’t get back to normal quickly, says Andy Rothman, Investment Strategist at Matthews Asia.
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How fast will China‘s economy recover?

China's economy is already showing signs of recovery - even thought Q1 data was a backset. Wei Wei Chua, Portfolio Manager at Mirae Asset Global Investments, about the long-term effects the coronavirus outbreak will have on the Chinese economy.
Stephen Jen, Eurizon SLJ Capital

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 SLJ Capital Limited, 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.