Frontier markets can provide opportunities
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.
Fund managers reveal how they are navigating market uncertainty across the Asia region, and the stocks and sectors driving performance in their funds.
Investing in Asia Pacific property
Five years of downgrades
Investment activity is lower
Highlights India and Indonesia
Transformed corporate culture
The Pakistani equity market recently hit an all-time high after MSCI upgraded it to emerging markets status, effective from May 2017.
Brexit has reversed the traditional perception of risk. Asian equities used to be considered a risky asset class compared with UK and EU equities. With heightened political and economic uncertainty in Europe, Asian equities now look like a safer option....
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...
Tournament starting this weekend
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...
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