Asia
Investec AM boosts China equity investment team
New hire strengthens Chinese equity capability at Investec AM
Japan continues to be the relative value trade in equities
In an environment where no region presents an obvious opportunity from a valuation perspective in 2019, Japan offers investors the best chance to at least get access to a major market at something of a discount.
Prepare for market correction as US-China tensions threaten to turn into currency war
Defensive positioning urged following latest Trump tariffs
UK and US markets suffer worst day of the year on currency war concerns
Renminbi devalued
Tour de France 2019: The funds winning the race
Which product is worthy of the yellow jersey?
Franklin Templeton hires ex-GAM PM Lai for China fund as Chow retires after 25 years
TEMIT's Ness added to GEM funds
Prusik IM to revamp Heather Manners' Asia small-cap fund
Fund to be renamed the Prusik Asia Emerging Opps fund
Why writing off Japanese equities is 'unwise'
Picture the scene. Concerned about the strength of the US dollar, President Donald Trump meets with world leaders to seal a deal to further US interests.
Cazenove's Mui: Real impact of China's slowing economy
Trade tensions with US dragging growth
Postcard from Japan: Creative solutions to the low-growth environment
Headlines 'don't reflect the whole story'
ASI rolls out China A-shares strategy to UK investors
Mirroring $2.6bn Luxembourg-domiciled fund
The growing internationalisation of Japanese companies
Bouncing back from the market correction of last year, the first half of 2019 has been positive for global equities.
Facing the 'undeniable risks posed by trade wars' to Asian equities
With the recent re-escalation of US-China trade tensions, Asian equities took another tumble and weighed on investor sentiment. Nevertheless, despite the undeniable risks posed by trade wars, many changes that investors have been discussing, such as relocation...
The innovative companies diffusing Japan's demographic time bomb
Which companies are bridging the generation gap?
Debunking the China property myth
Market performed well year to date
Japanese equity market faces collateral damage in US-China trade war
The Japanese equity market has seen net outflows in the past 12 months, with concerns over global growth and the trade war weighing on investor sentiment in the region.
First State to launch China A Shares UCITS fund
Wider access for European investors
Is a global economic downturn likely after renewed US/China hostilities?
Experts fear 'tit-for-tat tariffs' could spark financial slump
Chatfeild-Roberts: Value investors should be in Japan
Pockets of opportunity in Far East
Japan: Is all the bad news now priced in?
Japanese stocks have more than doubled their returns since December 2012, on the back of Abenomics, but many investors are still not convinced of the sustainability of the rally.
Volatility: More than a spring squall?
Headwinds expected into Q2
Navigating the 'significant valuation dislocation' in Japanese equities
Faced with ongoing uncertainty and volatility, global macroeconomic commentators are in two distinct camps: one that observes symptoms of recession and another that observes signs of a global recovery.
Revealed: Finalists for Fund Manager of the Year Awards 2019
Which funds made the cut?
De-globalisation on the up in Japan
Capitalising on local companies
