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.
Global commodity slump also weakens outlook
Angus Coupland, CIO of Coupland Cardiff Asset Management, explains why being underweight Asia is the riskiest allocation decision in global equities today.
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,...
Cedric de Fonclare to run European fund
Abi Oladimeji, head of investment strategy at Thomas Miller Investment, outlines the headwinds and tailwinds for Asia.
Firm favours specialist boutique niche
The long-term, secular trends that have fuelled Asia's rapid growth over the last decade are well known, yet one trend - the burgeoning Asian middle-class consumer - is a secular force that is still only in its early stages, according to T.Rowe Price's...
The Japanese yen hit a multi-year low of ¥125 to the dollar in June last year, a significant 40% decline from its peak of around ¥75 in October 2011. As a result, the weak Japanese yen drove corporate earnings to record highs in the last few years.
Yield target for Asian Income falls to 125% of index