Asia Pacific

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Economic Views

14OCT 2019

Trade war déjà vu is scant comfort to investors

We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.

2019

MAY

22MAY 2019

Equities

The power of disruption and what it means for Asia

The massive disruption seen in US retail is a useful reminder to Asian investors of what the future may hold.

MARCH

12MAR 2019

Fixed Income

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

29JAN 2019

Equities

Perspective: the prospects for Indian assets in 2019

Politics could drive performance of Indian assets on a near-term basis, but the long-term fundamental case for investment in India is robust, argues India Investment Specialist, Jigar Gandhi.

21JAN 2019

Economic Views

No immediate relief in sight for China’s slowing economy

Snapshot: Economic growth in China slowed to 6.4% in Q4 2018, and there is potential for further weakness in Q1.

11JAN 2019

Fixed Income

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

Fixed Income

Outlook 2019: Asian bonds

We expect that the US dollar’s strength should fade in 2019 as the pace of US rate hikes begins to slow, which will ease the pressure on Asian bonds next year.

07DEC 2018

Equities

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.