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.
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.
Market turbulence has produced attractive income opportunities in Asian corporate bonds against a still positive economic backdrop in the region.
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.
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 no sign of a summer lull this year, here’s a brief summary of the key events from July and August that matter to investors.
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.