Industry Voice

Rahul Gupta, portfolio manager, Matthews Asia

There's knowing your client, and there's knowing your client - truly understanding their needs, circumstances and goals is a complex task.

A recent report (March 2015) from Morgan Stanley found that there is a positive relationship between corporate investment in sustainability and stock price and operational performance. We are not surprised by this result.

Tokio Marine Asset Management examines how an increasing number of upcoming IPOs, such as the one for Japan Post, the country's largest bank and insurer, may impact supply-demand dynamics in an already buoyant Japanese stock market.