Asia
Many Asian companies still exhibit 'structural growth'
Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.
Navigating Japan's Changing Investment Landscape
INDUSTRY VOICE: At first glance, Japan appears to be in a sweet spot. A combination of structural reforms, a stable political environment and consistently easy monetary policy has revitalized the country's economy since 2012. The country has also become...
China A-shares make their debut in MSCI indices
Added to indices today
Martin Gilbert: The real significance of MSCI's inclusion of China A-shares
Last Friday saw a number of China's A-shares included in MSCI's global and regional indices for the first time, writes Martin Gilbert, co-chief executive of Aberdeen Standard Investments.
Ocean Dial's Cornell: We do not want the old India or the country's top 100 stocks
David Cornell, manager of the closed-ended £120m Ocean Dial India Capital Growth fund, has said structural reform and technological revolution in India have led to a change in traditions and cultural behaviours, which in turn is having a positive impact...
What a strengthening yen means for Japanese equities
Stronger yen will translate into larger current account surplus
Managers: MSCI A-share inclusion opens up opportunities in 'superior' companies
Added to indices last week
Can China survive the threat of a trade war with the US?
'Nobody wins in a war'
Emerging markets managers eye MENA opportunities as specialist assets tumble
Popular following GFC
The best entry points in Japan
While many investors feel they can time markets, we try to avoid making such macro calls and attempt to identify structurally-inefficient markets.
Investing in Japan? Look beyond the trade war rhetoric
Dan Carter, manager of the Jupiter Japan Income fund, argues that while Japan will no doubt be affected by a possible US-China trade war, the factors that make Japan an investment opportunity are largely disconnected to the actions of Donald Trump and...
How will China's equity market expansion impact portfolios?
For equity investors seeking substantial access to the Chinese market, 2018 brought welcome news.
Going against the herd
How to find value in Japan
How will Japan improve labour productivity?
We believe Japan is slowly emerging from its long period of deflation.
Pictet's Ramjee: We need to be more discerning about where we take risk
Focus on financials
Schroders' Parbrook: Investors wrongly sold Asian equity ETFs for middle class story
Unlikely to give exposure to rising middle class
Gallery: The ten most popular funds in April
According to AJ Bell Investcentre
Redwood: The implications of Trump's trade attack on China
'Above-average'
Should investors be concerned about global trade tensions?
Markets have reacted with increased volatility
JP Morgan AM boosts Chinese A-Share capabilities
Plans to dominate asset management coverage of the shares
How local Chinese brands are becoming international players
Focus on Asia income
The five influential themes driving Asian equities
Focus on 2018
Who are the winners and losers in China from a trade war with Trump?
US tariff threats spark market concerns
