Asia ex Japan

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Economics

08MAR 2017

30-year asset class returns forecast: 2017 update

The Schroders Economics Group provides its annual update of its 30-year return forecasts for a range of asset classes. Equities remain the asset class offering the greatest potential for returns.

2016

NOVEMBER

18NOV 2016

Markets

Postcard from... the Philippines: assessing the Duterte effect

We visited the Philippines to meet with companies and look at how the darling of the Asian growth story is holding up after the election of its president dubbed “Duterte Harry”.

OCTOBER

24OCT 2016

Markets

Is Australia's luck running out?

Is The Lucky Country’s extraordinary run of economic growth about to end?

JULY

15JUL 2016

Economics

Schroders Quickview: China outperforms, but is this economy a one-trick pony?

Chinese GDP growth was better than expected in the second quarter, but appears overly reliant on one engine of growth: fiscal stimulus.

MARCH

30MAR 2016

Markets

Asia’s ageing population drives demand for dividends

With the US Federal Reserve now in gradual hiking mode, are dividend-yielding strategies still beneficial? The demographic trends in Asia, as well as globally, suggest they are.

2015

AUGUST

26AUG 2015

Markets

Schroders Quickview: Where next for Asian bonds?

The slowdown in China ignores the region’s broader strengths.

25AUG 2015

Markets

Schroders Quickview: Growth and deflation realisation behind Asian sell-off

Structural worries on a number of fronts have sparked sharp falls in Asian stocks.

JULY

15JUL 2015

Economics

Schroders Quickview: China - strong growth, fragile foundations

Chinese Q2 GDP beats lowered expectations, but can it continue to defy the sceptics? Schroders Emerging markets Economist Craig Botham remains unconvinced.