Asia Pacific

Highlight

Economics

22MAY 2019

The power of disruption and what it means for Asia

The massive disruption seen in US retail is a useful reminder to Asian investors of what the future may hold.

2018

AUGUST

31AUG 2018

Economics

Summer wrap: the macro and markets news you might have missed

With no sign of a summer lull this year, here’s a brief summary of the key events from July and August that matter to investors.

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.

JULY

19JUL 2018

Economics

Is China’s currency weakness the latest salvo in trade tensions?

Quickview: Craig Botham questions whether China’s currency is being used as a weapon in trade tensions.

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?

12JUN 2018

Economics

Why Argentina woes shouldn’t detract from positive emerging market debt story

The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?

FEBRUARY

07FEB 2018

Economics

Rising global cities: ones to watch in 2018

We highlight investible cities around the world that have the potential to rise up the ranks of the Schroders Global Cities index in 2018

2017

NOVEMBER

01NOV 2017

Economics

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.