Asia ex Japan

Highlight

Markets

24MAY 2017

Smaller companies in Asia: where the long-term potential lies

For investors, many of the exciting structural themes in Asia are being driven by smaller companies. Here’s why.

2017

MARCH

08MAR 2017

Economics

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.

02MAR 2017

Markets

India's domestic story stands out amid mixed Asian picture

Some readers will be aware of our thoughts on China and its credit-fuelled investment bubble. But it’s not all doom-and-gloom in Asia, with India a case in point.

2016

DECEMBER

19DEC 2016

Markets

Outlook 2017: Asia ex Japan equities

Select long-term opportunities are still present in the region as we prepare to "expect the unexpected" in 2017.

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.