Asia
Balancing Japanese equity exposure to mitigate global risk factors
So far this year, we have seen Japan's equity market rising on the back of a supportive global backdrop, a relatively stable currency and healthy corporate earnings growth.
EdenTree's Osfield: The worst is behind for China
China has improved in last 18 months
Emerging market giants: Ten charts comparing India and China
On 70th anniversary of India's independence
Indian equity manager Ocean Dial AM acquired by Avendus
Manager of the India Capital Growth IT
Asian financial crisis: What lessons have been learned 20 years on?
In the years prior to 1997, the countries known as the Asian tigers (Indonesia, South Korea, Malaysia and Thailand) experienced extraordinary economic performance along with macroeconomic stability.
REYL Singapore's Liew: Investors should be cautious on India
Korea performed well
Matthews Asia's Zhang: Bubbles have been growing in different parts of markets
Valuations attractive
The tailwinds giving Japanese cyclicals a competitive edge
Japan (Topix) is doing well this year in US dollar terms, up 12% compared to 11% for the S&P 500 and 13% for the MSCI World index.
The three trends driving the future of Japan's economy
Three macro trends should shape the Japanese economy over the next couple of years.
Japan: Time to refocus on earnings
Unusually compelling valuations
Guinness AM promotes Hammonds to co-manage Asia Equity Income fund
Co-manager with Edmund Harriss
Irrational price behaviour offers significant opportunities
M&G's Johan Du Preez
The 'Jane Austen' view of Japan
Rising female employment rate
A tale of two CIOs: Ashburton's Schiessl and Mirae's Chadha on the challenges of investing in India
Both agree urbanisation to provide significant boost
How Abe's 'work-style reform' can reshape Japan's labour force
The issues facing Japan with respect to its ageing population are well documented.
Fidelity's Samant: Identifying Asia's standout performers
With 17,000 listed companies in Asia Pacific ex Japan, the search for good quality businesses available at attractive valuations is immense.
How will China cope with the big deleveraging challenge?
Since China launched its $600bn stimulus in 2008 as a response to the global financial crisis, investors have waited for the hangover to arrive as debt levels continued to mount.
MSCI's big China decision: Have authorities done enough to open up A-shares?
Set to decide on 20 June
'The entrepreneurial spirit in Japan is not dead'
Heartwood's Michael Stanes
Why Indonesia offers a compelling story for fixed income investors
Amid the attention focused on the recent downgrade of China, it is easy to forget that Indonesia was upgraded the week beforehand, when Standard & Poor's became the third and last of the major agencies to rate the country as investment grade (BBB-).
How China's latest Five-Year Plan will drive environmental markets
Despite having an economy that continues to outpace that of many other countries, China's growth has slowed in recent years, raising concerns over the broader implications for investments.
How China's rampant consumerism is bucking the slow growth trend
Amid news of slow headline growth, consumer spending in China has been growing at breakneck speed. Rob Brewis, investment manager at Aubrey Capital, looks at the reasons behind this rapid rise.
Robeco launches Chinese A-shares fund
Luxembourg domiciled UCITS strategy
David Shairp: Renminbi weakness turns short-term focus to stability
Resumed 2015 trend depreciation
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