Asia
The 'structural evolution' taking place in Japanese equities
Many investors are worried about the potential impact of the coronavirus. Only one case has been reported in Japan so far, though the authorities have quarantined a cruise ship with affected passengers on board.
The Asian sector due to see the biggest growth rebound
Asian equity markets have underperformed developed markets since around the taper tantrum in 2013, driven partly by monetary policy and tax cuts in the US and partly by investors’ caution on Asia.
Battered emerging markets equity funds eye buying opportunities as coronavirus shakes markets
Major indices rocked by growing threat of pandemic
Five ways Chinese e-commerce is disrupting global consumer brands
Feasts from the East
Confidence shows signs of snowballing in ASEAN equities
Opportunities in EMs such as Indonesia and Myanmar
Coronavirus contagion concerns: Unknown territory
Difficult to predict impact on global growth
Coronavirus: A 'true black swan in the making' or a 'tactical opportunity'?
Counting the potential cost of the outbreak
How fixed income managers are maintaining returns in 2020 and beyond
$12trn of global bonds trading with sub-zero yields
Rebound expected as India marks major milestone
Will it finally match up to China's progress?
The Wuhan coronavirus: Potential US stockmarket impacts
Equities sold off aggressively during 2003 SARS outbreak
Year of the Rat: A new dawn for China?
Growing hope for new riches in Lunar New Year
John Redwood on a 'pioneering' Japan
Steady progress in growing per capita income
India: Reform is coming, but not just yet
Finding companies ahead of the growth trend
Experts urge investors not to reposition portfolios in wake of 'inferno' Iran-US crisis
Oil and gas stocks rise amid escalating tensions
A tale of two sectors: The future of frontier and small emerging markets
Why the time has come for smaller countries to shine
Saudi Aramco listing shines spotlight on reforming Saudi Arabia
Natural resource and population tailwinds
What have been managers' best and worst trades of the year?
The stocks to remember – and the ones to forget
Square Mile's funds to watch in 2020
New and promising strategies
Perrett to replace Bruce on M&G Asian fund
Following September hires
MSCI completes 20% partial inclusion of China A-shares in major indexes
Public consultation reveals investor concerns before further inclusion considered
Why Japanese equities will be on the up from next year
Japanese equities have been sensitive to weaker global industrial demand over the past 12 months, but we expect the earnings impact from the ongoing slowdown to bottom out by the end of this fiscal year.
Morningstar IM looks to Germany and Korea for relative value
New positions set up despite drop in equities exposure
Why the Chinese A-share market is a good hunting ground for investors
Significant discounts emerging
Charles Stanley's John Redwood: The truth behind lowly-valued Asian markets
Japan favourable to China
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