Robin Parbrook

Co-Head of Asian Equity Alternative Investments

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Equities

07DEC 2018

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.

2017

MAY

22MAY 2017

Equities

"Sell in May and go away": does it work for Asian stockmarkets?

We take a look at the hard data to see how they stack up against the popular market saying and find one market where it might be helpful.

MARCH

02MAR 2017

Equities

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

Equities

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

Equities

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

Equities

Is Australia's luck running out?

Is The Lucky Country’s extraordinary run of economic growth about to end?

JANUARY

21JAN 2016

Equities

China woes create Asian buying opportunity

Despite recent market events, not that much has actually changed in China. It’s more a case of the “chickens coming home to roost” as policy mistakes and major policy contradictions come to a head. Elsewhere in Asia, it could be an opportunity to pick up equity bargains.