asia pacific
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...
16 June 2016
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2 min read
Asia
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...
06 June 2016
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2 min read
Asia
With the Chinese economy showing signs of stabilisation after rounds of monetary easing and fiscal stimulus, what does the remainder of 2016 hold for the country, asks Wells Fargo's Anthony Cragg.
20 May 2016
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2 min read
Asia
Angus Coupland, CIO of Coupland Cardiff Asset Management, explains why being underweight Asia is the riskiest allocation decision in global equities today.
10 May 2016
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1 min read
Asia
Investors need to be very selective in Asia, not only at the company level but also by country and industry, given very divergent growth trends. However, a more gradual normalisation in US monetary policy, as indicated recently by the US Federal Reserve,...
09 May 2016
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2 min read
Asia
Abi Oladimeji, head of investment strategy at Thomas Miller Investment, outlines the headwinds and tailwinds for Asia.
25 April 2016
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2 min read
