Asia ex Japan

Highlight

Economics

04JUL 2019

Where next for China A-shares?

The rise of China’s A-shares market is a theme that can’t be ignored. Here’s where we’re seeing opportunities in the country.

2018

DECEMBER

03DEC 2018

Economics

Trump-Xi trade truce: what next?

Quickview: The trade truce between the US and China is a positive outcome, but we expect hostilities to resume later next year.

OCTOBER

19OCT 2018

Economics

China’s growth surprise is just the start

With the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.

SEPTEMBER

30SEP 2018

Economics

Our multi-asset views for September 2018

Here's what's changed in our views on a wide range of investment types this month, with a number of changes in the currencies space.

AUGUST

08AUG 2018

Economics

The data boom in Chinese cities and what it means for real estate investing

China is at the forefront of a technological revolution and the quantity of data it will yield is unprecedented. For investors in companies based in the country’s global cities, this could bring compelling opportunities.

JUNE

26JUN 2018

Economics

"Malaysia Boleh?" (Can Malaysia do it?)

Following the recent election result, can Malaysia’s economic and stockmarket fortunes turn around or will the brain drain continue to hamper progress?

2017

DECEMBER

14DEC 2017

Economics

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

Economics

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.