Asia
Asia
Having been to Japan a handful of times, what strikes me most is the juxtaposition of the latest technology paired with old habits.
11 October 2017
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2 min read
Asia
Despite good absolute performance in the Japan equity market year-to-date, valuations remain attractive both on a cash earnings yield and a price-to-book basis compared to other major markets.
05 October 2017
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2 min read
Asia
About one-sixth of the Chinese population - roughly 230 million people - were born post-1990, and this group's consumer power has vastly expanded in recent years, with many even becoming the household decision maker.
02 October 2017
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1 min read
Funds
Equity markets worldwide keep nudging record highs despite political anxieties - nuclear explosions in North Korea, Brexit implosions in Europe and Trump outbursts in the US.
18 September 2017
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2 min read
Asia
NN Investment Partners' Robert Davis asks if the market has fallen in love with the 'story' at the expense of remembering valuations.
12 September 2017
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4 min read
