Asia ex Japan

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Equities

05DEC 2019

Outlook 2020: Asian equities

Stock selection will be increasingly important in Asia in 2020, with China offering the most exciting opportunities.

2019

SEPTEMBER

24SEP 2019

Equities

Eight charts that explain the growing importance of China A-shares

More and more international investors are turning their attention to the increasingly important China A shares market. Here’s why.

AUGUST

05AUG 2019

Economic Views

Has Trump misjudged China?

With the yuan’s latest depreciation, China is upping the ante in its trade war with the US. This has significant market and economic implications.

02AUG 2019

Equities

Rate cuts push case for Asian dividends

Low interest rates are just one of several potential tailwinds for high dividend yield stocks in Asia.

JULY

15JUL 2019

Economic Views

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.

04JUL 2019

Equities

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.

JUNE

13JUN 2019

Alternatives

The battle of the bays: China’s urban ascent

In the "battle of the bays" featuring locations such as Tokyo, New York and San Francisco, our money is on China's Greater Bay Area becoming the pre-eminent economic region in the world.

MAY

16MAY 2019

Economic Views

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.