Asia
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
End of corporate 'cash hoarding' in Japan leads to new era of dividend boom
As shareholder payouts rise to record levels, Tokio Marine Asset Management explores the drivers behind this significant corporate change and why investing in smaller cap names may be the way to maximise access to the trend.
Rathbones' Coombs: The dilemmas for the BoJ
Withdrawal of QE could cause 'considerable fallout'
Aberdeen's Gilbert: What have we learnt 20 years on from the Asian financial crisis?
Panic over EMs not matched by those on the ground
Helicopter money in Japan would be the catalyst for growth and inflation increases
Corporate backdrop favourable
Why Japan's labour shortage could lead to M&A
'Markets should like this'
The trouble with South Korea's 'undemanding' valuations
Facing anaemic growth
Tcam plans to launch Japan-focused value fund
Second value fund
Why investors in Japan should put aside fears over political risk
World's third-largest economy
Contrarian Investor: Putting Japan back on investment map
Transfixed by Trump, Brexit and Le Pen, it is increasingly obvious that we have all become too addicted to banging on about the macro and politics.
The view on Asia against a challenging geopolitical backdrop
There has been significant momentum behind Asian markets in recent months. The MSCI AC Asia ex Japan rose 13.4% in US dollar terms during the quarter, the best start to the year since 1992.
Why Japan suits a patient investor
Recent geopolitical turmoil and concerns about the Trump administration's ability to enact promised fiscal reforms have led speculators to push up the yen versus all currencies once again.
Eastspring CIO Maisonneuve: A China that goes back to 12% growth is unsustainable
Political stability crucial
Why the three arrows of Abenomics are primed for success
Confidence in the Abe administration
Fidelity's Nicholls: Why I am excited about 'new China'
Dale Nicholls, manager of the Fidelity China Special Situations trust, talks to Lawrence Gosling about the speed of change in China in areas like e-commerce.
Most read
