Asia

Due diligence in emerging markets: How China's lockdowns are affecting manager research

Emerging markets

Due diligence in emerging markets: How China's lockdowns are affecting manager research

Face-to-face meetings important

clock 12 October 2022 • 4 min read
Deep Dive: Asia Pacific's mixed bag defies historic trends

Emerging markets

Deep Dive: Asia Pacific's mixed bag defies historic trends

Macroeconomic factors loom large

clock 07 October 2022 • 5 min read
Baillie Gifford: Risk of a Lehman moment in China 'very low'

Investment Trusts

Baillie Gifford: Risk of a Lehman moment in China 'very low'

NAV down 10.7%

clock 04 October 2022 • 3 min read
Essentia Analytics: Only 18% of fund managers make the right decision most of the time

Equities

Essentia Analytics: Only 18% of fund managers make the right decision most of the time

Right decisions outweigh mistakes

clock 15 September 2022 • 2 min read
Indian growth is muscle without the steroids

Asia

Indian growth is muscle without the steroids

Bemoaning the absence of growth opportunities is a particularly Western-focused preoccupation.

clock 09 September 2022 • 3 min read
China's path to net zero provides opportunities

ESG

China's path to net zero provides opportunities

Responsible for one-third of emissions

clock 01 September 2022 • 4 min read
Political tensions 'will see all Chinese stocks delist from the US'

Asia

Political tensions 'will see all Chinese stocks delist from the US'

'All companies will be making that move'

clock 31 August 2022 • 4 min read
Distribution heads: Market shifts lead to demand for 'unloved' assets

Industry

Distribution heads: Market shifts lead to demand for 'unloved' assets

Cautious approach

clock 19 August 2022 • 3 min read
What an economic slowdown would mean for Japan

Asia

What an economic slowdown would mean for Japan

A shift in focus from rates to recession

clock 18 August 2022 • 4 min read
Stock Spotlight: Taiwan Semiconductor powers on despite geopolitical tensions

Asia

Stock Spotlight: Taiwan Semiconductor powers on despite geopolitical tensions

Strong investment case

clock 15 August 2022 • 4 min read
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