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.
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.
Market turbulence has produced attractive income opportunities in Asian corporate bonds against a still positive economic backdrop in the region.
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.
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.
With the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.
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.