New and promising strategies
Following September hires
Public consultation reveals investor concerns before further inclusion considered
Japanese equities have been sensitive to weaker global industrial demand over the past 12 months, but we expect the earnings impact from the ongoing slowdown to bottom out by the end of this fiscal year.
New positions set up despite drop in equities exposure
Significant discounts emerging
Japan favourable to China
China has risen fast and accomplished much in 70 years of the People's Republic, but nothing rises smoothly.
Population explosion still key driver of global markets
'Radical' cuts could pay off domestically
Asset class 'less impacted by global risk sentiment'
Two Luxembourg-domiciled UCITS funds
Pruksa Iamthongthong added to Asia Dragon trust
What moments have freaked investors out the most?
China capable of 'mitigating impacts of broader dispute'
Macroeconomic factors in Asia including the US-China trade war, Hong Kong’s political unrest and India tackling an economic slowdown, are likely to remain impediments to growth in 2020.
Too much focus on isolated events
As the trade war rumbles on, presidents Donald Trump and Xi Jinping need to agree on a trade deal, as both economies are weakening.
Will assume full management of Gateway to India fund
Familiarity matters at times of volatility, manager argues
Country's growth story remains intact
Second vehicle for manager
Growing awareness of environmental factors
Concentrated portfolio of 20 to 40 high-quality companies