Asia
Industry Voice: What we're watching in Asia
Across Asia, we are continuing to see a broad-based economic recovery, with China clearly leading the pack. Investment Director Catherine Yeung discusses how this is feeding through to recent consensus-beating corporate earnings, while also examining the outlook for the US-China tensions relating to trade and elsewhere.
Aviva Investors GEM Equity Unconstrained fund increases exposure to north Asia
Shift reflects 'change in geographical composition of EMs'
The push for management openness: Why activists are targeting Japan
Promoting greater dialogue with shareholders
Shinzo Abe resignation: Where does this leave Japan?
Planning for a life without the outgoing PM
Lombard Odier adds to global equity offering with China strategy
To capture 'unparalleled' domestic growth opportunity
Le Saux and Otsuka join Eurizon as Oyster Japan Opps management delegated
Follows 'strategic review'
Matthews Asia's Tiffany Hsiao leaves firm to 'pursue another opportunity'
Deputy portfolio managers also leaving
JPMorgan Chase told to pay $1bn in China fund expansion plans - reports
Set to purchase remainder of China International Fund Management
ASI launches UN SDG-aligned Asian equity fund
Managed by 50-strong Asia Pacific equities team
Growth opportunity beckons for Japan equities as pandemic forces changes
Areas for improvement
Schroders Asian equity veteran Dobbs to retire
Richard Sennitt to lead Asian funds
Will the recovery of Chinese equities continue?
Chinese equities have led the recovery since the March downturn, with performance supported by net flows into ETFs (along with other funds).
Lebanon's long recovery will need to build in ESG concerns
Rising from generations of socio-political instability
The dollar: China's Achilles heel
How Washington has an edge over Beijing
Three bull and bear points for investing in Japan
Our current view on Japan comprises three main bearish elements, and three bullish ones. We will turn first to the bearish considerations.
Allianz GI brings top-performing A-shares vehicle to UK retail market
Managed by Anthony Wong and Sunny Chung
Why 'old school Japan' is disintegrating
Mainstream investors are still looking elsewhere
Unigestion's Mollin-Elliott: What will drive the Japanese equity market over the next 12 months?
Fiscal stimulus and central bank intervention possibilities
China beyond coronavirus: Sorting the traps from the opportunities
US-listed Chinese companies under the spotlight
Growth in China: Will it outlast the pandemic and trade war?
Country's influence and economy set to improve and increase
BMO expands responsible range with Asian equity strategy
BMO LGM Responsible Asian Equity added to range
Covid-19's supply chain reaction is set to leave India a winner
Making the shift further west
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