Co-Head of Asian Equity Alternative Investments
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.
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.
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.
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”.
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.