China

Record $421bn global dividends in first quarter as US payouts jump

Equities

Record $421bn global dividends in first quarter as US payouts jump

EM dividends fell

clock 12 May 2026 • 2 min read
Rathbones' David Coombs: A reminder that oil and gas run the world

Markets

Rathbones' David Coombs: A reminder that oil and gas run the world

The war between the US, Israel and Iran underlines how tightly geopolitics and commodity markets are intertwined.

clock 06 May 2026 • 4 min read
Jupiter's Jason Pidcock: Why I am still avoiding China

Asia

Jupiter's Jason Pidcock: Why I am still avoiding China

'Not a political statement'

clock 23 April 2026 • 3 min read
Asia managers shift from tactical to core allocation

Asia

Asia managers shift from tactical to core allocation

Reframing regional exposure

clock 22 April 2026 • 3 min read
Morningstar Wealth's Raymond Sham: Earnings the real test after China's valuation rebound

Emerging markets

Morningstar Wealth's Raymond Sham: Earnings the real test after China's valuation rebound

22% rally in 2025

clock 09 April 2026 • 3 min read
Analysts warn of Middle East conflict's 'fresh shock' to EM economies

Emerging markets

Analysts warn of Middle East conflict's 'fresh shock' to EM economies

Fidelity Analyst survey

clock 24 March 2026 • 3 min read
Asian allocators on positioning for next phase of the AI investment cycle

Technology

Asian allocators on positioning for next phase of the AI investment cycle

Away from mega-caps

clock 25 February 2026 • 3 min read
Deep Dive: Managers bullish on China but await 'clearer signals' from government

Emerging markets

Deep Dive: Managers bullish on China but await 'clearer signals' from government

Stock picking key

clock 13 February 2026 • 3 min read
Matthews Asia's Tiffany Hsiao on Chinese innovation and the 'positive surprise' over tariffs

Global

Matthews Asia's Tiffany Hsiao on Chinese innovation and the 'positive surprise' over tariffs

Geopolitics swings in its favour

clock 04 February 2026 • 4 min read
IMF: Global stability and growth a 'balancing of divergent forces'

Economics

IMF: Global stability and growth a 'balancing of divergent forces'

Global inflation forecast at 3.4% in 2027

clock 19 January 2026 • 2 min read
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