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.
Shift reflects 'change in geographical composition of EMs'
Promoting greater dialogue with shareholders
Planning for a life without the outgoing PM
To capture 'unparalleled' domestic growth opportunity
Follows 'strategic review'
Deputy portfolio managers also leaving
Set to purchase remainder of China International Fund Management
Managed by 50-strong Asia Pacific equities team
Areas for improvement
Richard Sennitt to lead Asian funds
Chinese equities have led the recovery since the March downturn, with performance supported by net flows into ETFs (along with other funds).
Rising from generations of socio-political instability
How Washington has an edge over Beijing
Our current view on Japan comprises three main bearish elements, and three bullish ones. We will turn first to the bearish considerations.
Managed by Anthony Wong and Sunny Chung
Mainstream investors are still looking elsewhere
Fiscal stimulus and central bank intervention possibilities
US-listed Chinese companies under the spotlight
Country's influence and economy set to improve and increase
BMO LGM Responsible Asian Equity added to range
Making the shift further west