Asia

Investors have become concerned about the Australian banks in the last year, with the sector down 25% since its peak in March 2016. This is a significant sector, comprising 7% of Asia's total market capitalisation, and is systemically important to the...

Improving corporate governance

China's recent stimulus might be boosting sentiment, but the rise in overall debt is creating serious problems and is likely to lead to a financial crisis in the coming years, argues Justin Onuekwusi, multi-asset fund manager at Legal & General Investment...

Helped by new Abenomic reforms

After Pidcock's departure in 2015

GDP growth in China for Q1 2016 hit a record low of 6.7% following a 21 consecutive quarterly downward trend. However, there are other economic indicators that may suggest the macroeconomy is showing signs of stabilisation, writes Miller Guo, CEO of GF...

Currently yielding 2.5%

Easy to become 'despondent' over Japan

Replicates existing strategy

Comments from EFGAM's chief economist