Asia ex Japan



15MAR 2018

Is a pivotal change in the Chinese economy hiding in plain sight?

With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.


18JAN 2018

Global Market Perspective

08JAN 2018



14DEC 2017


Why consider investing in Asia now? Seven charts that tell the story

Asian stockmarkets have continued to climb higher. Despite the gains, there are many reasons to be positive. Matthew Dobbs highlights the most relevant charts.

13DEC 2017


Outlook 2018: Another good year for investors?

We find a spirit of cautious optimism in our round-up of the market views from around Schroders.

07DEC 2017


Outlook 2018: Asian ex Japan equities

A supportive global backdrop for Asian stocks means broader secular trends will continue to play out in 2018.

06DEC 2017


Outlook 2018: Asian bonds

Improving global growth and low inflation should be supportive forces for Asian bonds in 2018 but higher oil prices could be a headwind for the region.


01NOV 2017


The rise of young Asia: how millennials are transforming a region

We look at the huge shift of economic power towards a growing and increasingly wealthy Asian middle class, which - crucially - is both young and at ease with technology and rapid change.


19OCT 2017


Chinese growth shrugs off headwinds

A resilient economy strengthens President Xi Jinping at a crucial political juncture.

16OCT 2017


China’s Communist party congress: what investors should expect

The 19th National Congress of the Communist Party of China begins on Wednesday. Will President Xi Jinping stick or twist on the country’s economic policy, and what might it mean for markets?