Consumer confidence improving
Holds less than 10% in direct China exposure
Follows disappointing earnings
Following January's panic, markets staged a strong recovery from their mid-February lows following central bank action, a firming in oil and commodity prices, a clearer picture on China and US interest rates.
In 1997/1998 and 2007/2008 the MSCI Asia Pacific ex Japan index fell just over 54% in US dollar terms. The Asia crisis, starting in Thailand but quickly spreading throughout the region, resulted from an excess of borrowing in dollars, failing currency...
Bearish on central bank policy
Fell by 16% during March
Tech not immune from growth concerns
Baidu, Alibaba and Tencent
Joined in February 2015
EM duration offering attractive risk/returns
The long-term, secular trends that have fuelled Asia's rapid growth over the last decade are well known, yet one trend – the burgeoning Asian middle-class consumer – is a secular force that is still only in its early stages, according to T.Rowe Price's...
Supporting the 'big kid'
Backward looking index
Authorities clamping down
Problems caused by China and central banks
Running a two-speed economy
Global credit markets under strain
Fund managers give their assessment of the real strength of the financials sector after a turbulent few months.
Soft closed in 2012
Private equity and property trusts are offering investors an attractive entry point currently according to analysts, as market volatility has led to average discounts widening by more than 4.5% in these sectors in the first few weeks of the year.
Valuations in Asia-Pacific ex Japan areas are attractive relative to global peers currently, as most of the economies in the region are beneficiaries of lower oil and commodity prices, being net importers.
Yields fall into negative territory