Asia ex Japan

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Economics

15JUL 2019

The only way is up for China’s economy

Second quarter GDP growth may have slowed, but June’s data suggests a turning point has been reached.

Markets

04JUL 2019

2019

MAY

16MAY 2019

Economics

Who will pay as US-China trade wars intensify?

The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.

02MAY 2019

Markets

Miss it, miss out: the opportunity in Asian private equity

Nowhere else can match Asia's combination of scale and growth in the 21st century. Private equity has the keys to unlock this opportunity.

APRIL

16APR 2019

Economics

Why policy reform is the key to China's demographic challenge

Craig Botham explains why China’s demographic decline may be less of an issue than the medicine required to offset its impact and support strong economic growth

MARCH

12MAR 2019

Markets

Why Asian corporate bonds can make your portfolio more efficient

Schroders analysis found that allocating to Asian corporate bonds, with their attractive yields and relatively low levels of risk, backed by solid country and company fundamentals, can improve portfolio efficiency.

JANUARY

11JAN 2019

Markets

Why we see income opportunities emerging in Asian corporate bonds

Market turbulence has produced attractive income opportunities in Asian corporate bonds against a still positive economic backdrop in the region.

2018

DECEMBER

18DEC 2018

Markets

Outlook 2019: China equities

We are taking a defensive stance, staying underweight to the technology sector, while emphasising domestically-focused areas of the market and those with long-term growth trends.

07DEC 2018

Markets

Outlook 2019: Asian ex Japan equities

A tumultuous 2018 has left Asian equities significantly cheaper and presenting selective opportunities, but investors need to tread carefully. Four of our Asian equity managers explain why.