Japanese yen a safe haven
Japanese GDP is likely to expand an average 1.7% through March 2019. Growth should be about 1.6% in April through December this year, rising to 1.8% next January through March.
Focus on relations between Pyongyang and the world
Subject to shareholder approval
Overheated global economic recovery a risk
It has begun. Prime Minister Shinzo Abe has started the process to reappoint Haruhiko Kuroda as governor of the Bank of Japan (BoJ) by submitting a request to the Japanese Diet.
Fund selectors: How we are gaining exposure to Asia through specialist funds and wider emerging market vehicles
Boosting profile in the region
Structural growth in region
Japanese equity markets have been tested by global market volatility so far this year.
Value should emerge quickly
Over the past year markets have paid more attention to reflationary policies in Asia than earnings improvements. As a result, companies that have been growing the fastest—sometimes irrespective of valuations—have performed the best.
Corporate governance improving
Currently hosting Winter Olympics
Chinese New Year celebrations have arrived, as we leave behind the Year of the Rooster and usher in the Year of the Dog. So what are the key investment themes to look out for in China in the coming year?
Train, Findlay and Lawson among the names
Guinness Asset Management has extended its emerging markets suite with the launch of the Best of Asia fund, the firm's fourth in the asset class.
MSCI to include 222 China A-shares in benchmark indices
China is preparing to start celebrating the Chinese New Year on February 16. Along with being the year of the dog, 2018 might also be the year that innovative Chinese smaller companies come into their own, according to Tiffany Hsiao, Portfolio Manager...
Upward price pressure may help boost corporate profits
Improved receptiveness to shareholders
Clampdown has prompted stock market bounce