Asia

India's equity markets have suffered in recent months as Prime Minister Modi's reformist agenda continues to hit political roadblocks, but could upcoming state elections lead to a breakthrough?

Corporates have already been through 'fire and brimstone'

Cary Yeung, head of greater China debt at Pictet Asset Management, analyses what the recent turmoil in Chinese markets means for the onshore bond sector

Ooi Boon Peng, chief investment officer, fixed income at Eastspring Investments, looks at how last month's devaluation of the renminbi is spilling over into other Asian bond markets

Rewind to May 2014 and Indian equity markets were in a state of euphoria following Modi's stunning election victory, built on the promise of a strong reform agenda.

Jason Hsu, co-founder of Research Affiliates, explores how investors can determine the most important performance and risk factors when putting together a portfolio, and ensure they have the most significance

Nick Price, portfolio manager of the Fidelity Japanese Values trust, explores the key changes being made by Japanese corporates.

Is China downturn a social crisis caused by naive investors?

The papers called Beijing's surprise devaluation an "escalation of currency wars", with some stating the move was "best seen as a distress signal from Beijing".

Equity market contagion is a familiar but often irrational phenomenon, which can be driven more by ill-defined fears than by sober analysis.