Concentrating on stocks everyone hates
Tides change for India and China
Still lower than other developed markets
Managers: 'The global outlook is improving, with recent economic data in Asia surprising positively'
Views from IW Asia Briefing
Increased US-China tension
Stocks driven by fundamentals
Creates 'favourable tailwinds' for Asia
Invest in regions which are uncorrelated to the political uncertainty
Increased M&A activity
The Indian consumption market is like no other and offers a number of opportunities for investors, writes Rahul Chadha, co-CIO of Mirae Asset Global Investors (Hong Kong).
Year of the rooster
Global trade deals
Ability to generate uncorrelated returns
Reform a 'gargantuan' task
When Shinzo Abe first took up his post as Japan's Prime Minister, he did so thanks to his vivid use of language, writes Charles Stanley's John Redwood.
Hopeful of a rate rise
Helped by weaker yen
Plans to roll out own global equity solutions in 2017
'Focus on growth, not value'
The Japanese stockmarket had been sluggish and trading-orientated in the wake of the yen's recent appreciation, partly reflecting renewed jitters over the Trump risk when it came to the US presidential election, writes Hideo Shiozumi, manager of the Legg...
Populists are all the rage today (except in Austria) but if we want to understand what they might do next - and the likely impact on share prices - maybe it is time to contemplate recent events in India.
Japan has been struggling with next to no growth and fighting deflation for more than 20 years, leading to huge monetary and fiscal stimulus and structural reforms, from the 'three arrows' of Abenomics to the central bank's purchase of enormous swathes...
There seems to be a curious symmetry between Donald Trump's plans for growth and those of the 'evil, trade dumpers' based in China.