Asia
PineBridge's Soon: Consumer spending, supply chain logistics and China's lockdown
During the 2008 Global Financial Crisis, recovery was largely in the hands of the governments bailing out troubled companies and providing liquidity to the system.
Any lessons for the West from Japan's experience?
What markets here can learn from the Land of the Rising Sun
Beyond Covid-19: The longer-term tailwinds for Japan
There is no doubt companies' sales and earnings are being hit across Japan.
Is Vietnam ready to fill China's supply chain gaps?
A useful guide for companies on setting up camp here
Cause for cautious optimism: The outlook for China
Coming out of Covid-19's shadow
Benefiting from Japan's corporate culture amid 'bleak' macro picture
As ever, looking at Japan from a Bull/ Bear point of view proves to be a challenge.
All changes create opportunities
As Covid-19 sweeps across the globe, a recession looks unavoidable.
What now with China 'open for business' again?
Asia was first into the coronavirus crisis, with China officially reporting cases in mid-January, but it is showing encouraging signs that it may be the first to emerge from it.
Andrew Swan to lead Man GLG Asian ex-Japan equities
Left BlackRock earlier this month
Abe or no Abe, Japan's corporate governance standards are here to stay
Alongside the rest of the world, Japan is facing some trying headwinds in the face of the coronavirus.
Bank of Japan to lose billions on ETF purchases
£15bn-23bn of losses could result in annual loss
Looking beyond Covid-19: Asia technology is the 2020 theme for investors
Markets scrutinised since coronavirus outbreaks
Why 2020 could be a game changer for 'de-Japanifying' Japan
Country 'doing the opposite' from rest of the world
Why 'corporate Japan is the one leopard who can change its spots'
Corporate Japan is changing. When the corporate governance code was introduced in Japan in 2014, companies scrambled to find independent directors to put on the board and were more concerned with complying with the letter rather than the spirit of the...
Can China's national tech champions continue to grow?
For many years now, Chinese internet companies have been producing notable earnings expansion on the back of consumption-led growth in China.
JPMAM's Ward: 'Enormous ramifications' if China does not get 'back to work'
Amid coronavirus outbreak
Japan 'on the brink of recession': Contrarian play or value trap?
Japanese equities under the microscope
Investment Conundrums: Newton CIO Custard eyes 'significant bounce back' for post-coronavirus China
Taking advantage of opportunities from "short-term market dislocations"
Investment Conundrums: Beaufort Investment backs active fixed income managers to outperform
CIO Shane Balkham buoyed by opportunities in Japan
Investment Conundrums: Aviva CIO and head of multi strategy on protecting against 'worst-case scenario'
Taking advantage of opportunities from "short-term market dislocations"
The overlooked Chinese sector offering up attractive yields
Following a strong showing in 2019, we expect Asia's fixed income markets to benefit from supportive investor sentiment as underlying economic growth in the region stabilises in 2020.
The 'good news' for a fragile Japan
Japanese stocks appear to be vulnerable to a multitude of risks.
China stands at the door of the year with two faces
What lies ahead in 2020? Will the US economy tip into recession or accelerate? Will Brexit make or break the UK and its erstwhile partners in Europe?
Industry Voice: Asia's one constant
‘Change is the only constant’ has become increasingly evident for Asia as the impact of the coronavirus is felt across global financial markets. Despite these headwinds to near-term growth, Fidelity Asia Fund portfolio manager Teera Chanpongsang highlights the continued structural shifts in the region and how discipline around these fundamental drivers can reward investors at such times of volatility.
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