Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.
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...
Added to indices today
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.
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...
Stronger yen will translate into larger current account surplus
Added to indices last week
'Nobody wins in a war'
Popular following GFC
While many investors feel they can time markets, we try to avoid making such macro calls and attempt to identify structurally-inefficient markets.
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...
For equity investors seeking substantial access to the Chinese market, 2018 brought welcome news.
How to find value in Japan
We believe Japan is slowly emerging from its long period of deflation.
Focus on financials
Unlikely to give exposure to rising middle class
According to AJ Bell Investcentre
Markets have reacted with increased volatility
Plans to dominate asset management coverage of the shares
Focus on Asia income
Focus on 2018
US tariff threats spark market concerns