Asia Pacific
Matthews Asia's Zhang: Bubbles have been growing in different parts of markets
Valuations attractive
The tailwinds giving Japanese cyclicals a competitive edge
Japan (Topix) is doing well this year in US dollar terms, up 12% compared to 11% for the S&P 500 and 13% for the MSCI World index.
The 'Jane Austen' view of Japan
Rising female employment rate
How Abe's 'work-style reform' can reshape Japan's labour force
The issues facing Japan with respect to its ageing population are well documented.
Fidelity's Samant: Identifying Asia's standout performers
With 17,000 listed companies in Asia Pacific ex Japan, the search for good quality businesses available at attractive valuations is immense.
Why Indonesia offers a compelling story for fixed income investors
Amid the attention focused on the recent downgrade of China, it is easy to forget that Indonesia was upgraded the week beforehand, when Standard & Poor's became the third and last of the major agencies to rate the country as investment grade (BBB-).
Aberdeen's Gilbert: What have we learnt 20 years on from the Asian financial crisis?
Panic over EMs not matched by those on the ground
John Redwood: Why investors should think again about Australia
John Redwood, chief global strategist at Charles Stanley, challenges investor preconceptions about investing in Australia.
The trouble with South Korea's 'undemanding' valuations
Facing anaemic growth
The view on Asia against a challenging geopolitical backdrop
There has been significant momentum behind Asian markets in recent months. The MSCI AC Asia ex Japan rose 13.4% in US dollar terms during the quarter, the best start to the year since 1992.
Eastspring CIO Maisonneuve: A China that goes back to 12% growth is unsustainable
Political stability crucial
How to gain exposure to five big Asian tech growth themes
Asian companies are at the cutting-edge of research and development in areas like AI, the smart-home and virtual reality, writes Daniel Tubbs, head of global emerging markets at Mirabaud Asset Management.
Who were the leaders and laggards in Q1?
The top and bottom sectors, funds and stockmarkets of the quarter
Matthews Asia's Shroff: Where we are finding opportunities
Over the course of 2016, the factors driving Asia's capital markets changed, writes Sharat Shroff, portfolio manager at Matthews Asia.
Moody's: Passives will overtake active funds in US by 2024
Inflows into US passives of $505bn in 2016
Managers: 'The global outlook is improving, with recent economic data in Asia surprising positively'
Views from IW Asia Briefing
Demise of TPP prompts renewed look at India
Increased US-China tension
Which fund sectors saw a winning start to 2017?
Helped by currency movements
Candriam's Boudewijns: China's stunning growth has created many imbalances
Reform a 'gargantuan' task
Is South Korea the real investment gem in Asia?
South Korea rose from the ashes of its civil war in the 1950s, when it was one of the poorest nations on earth. Now, despite being a wealthy country, it is still regarded by many as an emerging market.
The headwinds and tailwinds for Asian assets
Stabilising economic and corporate earnings growth, improving macro stability and overall accommodative local macro policies have provided a positive anchor for Asia ex Japan assets in the face of elevated global and developed market growth, policy and...
Managers To Watch: Somerset Capital's Reynardson on avoiding macro distractions
Frontier markets can provide opportunities
Why India and Korea are the stars of the Asia universe
One of the issues about investing in Asia Pacific is the dominance of China in the index, writes Andrew Herberts, head of private investment management at Thomas Miller Investment.
Future technologies and the 'new' Asian consumer: The key themes driving managers' Asia portfolios
Fund managers reveal how they are navigating market uncertainty across the Asia region, and the stocks and sectors driving performance in their funds.
