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.
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.
Major indices rocked by growing threat of pandemic
Feasts from the East
Opportunities in EMs such as Indonesia and Myanmar
Difficult to predict impact on global growth
Counting the potential cost of the outbreak
$12trn of global bonds trading with sub-zero yields
Will it finally match up to China's progress?
Equities sold off aggressively during 2003 SARS outbreak
Growing hope for new riches in Lunar New Year
Steady progress in growing per capita income
Finding companies ahead of the growth trend
Oil and gas stocks rise amid escalating tensions
Why the time has come for smaller countries to shine
Natural resource and population tailwinds
The stocks to remember – and the ones to forget
New and promising strategies
Following September hires
Public consultation reveals investor concerns before further inclusion considered
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.
New positions set up despite drop in equities exposure
Significant discounts emerging
Japan favourable to China