Strife ahead of Chinese New Year
What should investors look out for?
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China opening up amid slowdown
After many years, Indian corporate earnings seem to be accelerating, with around 20% growth expected over the next couple of years.
We are excited and bullish about the opportunity set in Japan both from an equity and multi-asset, risk-adjusted perspective.
Or why I don’t see any reason not to like Japanese stocks
When it comes to the Japanese market currently, cash is in abundance, valuation metrics are not stretched and corporates have the capacity to increase returns to shareholders.
First fully digital insurer
Levies suspended - but how long will US-China detente last?
2018 was a difficult period for the Japanese equity market.
Top foreign sectors to look out for over the year
An underappreciated allocation opportunity
Next year's general election set to dominate market discussion
Positions EMs outlook for next 12 months
INDUSTRY VOICE: Investors face many challenges throughout their investment journey, especially when investing in foreign markets. Red tape, bureaucracy, a lack of verifiable information - these are just some of the hurdles along the way.
Emerging markets have endured a turbulent few months, with a sell-off in a string of economies stretching from Latin America to Asia sparking fears of global contagion.
Asian stockmarkets have had a tough year, culminating in October as trade tensions, a strong US dollar, rising bond yields and weaker Chinese macro data combined to send share prices sharply lower.
G20 summit this week
INDUSTRY VOICE: For historical reasons, Japan has often been overlooked by income-seeking investors. However, as Karen See, co-manager of the Baillie Gifford Japanese Income Growth Fund, explains, this is changing. Improved corporate governance is driving...
Japanese stocks are about as cheap on a price to 12-month forward EPS ratio as they have been in many years and are cheaper than many of their global peers.