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...
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
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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...