China's global reach could widen if the MSCI China Emerging Markets index is opened up to domestic stocks and the IMF decides to include the renminbi in its special drawing rights currency basket this year. Nitesh Shah, associate director, research, at...
Can Hermes challenge First State and Aberdeen?
From Japan's labour troubles to the expansion ambitions of China's online giants, Baillie Gifford's Asia managers Matt Brett and Roddy Snell explain the key themes facing Asian investors this year - and the stocks to watch out for.
Japan came out of a recession last year after two consecutive quarters of negative growth.
Just a year ago, Indonesia was classed as one of the 'fragile five' nations. Now it is back on form, explains Jupiter's Ben Surtees.
Robert Horrocks, CIO of Matthews Asia
Mirabaud's Daniel Tubbs looks at why managers are dubious about China.
Germany's 10-year government bond yield slipped below Japan's for the first time on record today.
Fiercely competitive but plagued by shaky logistics, China's e-commerce market differs wildly from the West. Diam Asset Management's Motoshi Nagai gives an inside look at the burgeoning sector.
Japan's economic performance has been mixed - and vested interests are keeping wages down and the labour market tight, explains Hector Kilpatrick, CIO of Cornelian Asset Managers.