Asia

Assessing Evergrande's impact on Asian high yields

Equities

Assessing Evergrande's impact on Asian high yields

Disorderly default unlikely

clock 11 October 2021 • 5 min read
Evergrande: Opportunity catalyst or the next 'Lehmans-like scenario'?

Asia

Evergrande: Opportunity catalyst or the next 'Lehmans-like scenario'?

Potential hit for property sector

clock 07 October 2021 • 4 min read
Gunning for growth: Four ways multi-managers can play risk assets

Equities

Gunning for growth: Four ways multi-managers can play risk assets

Speaking at an RSMR roundtable hosted earlier this month, four senior multi-asset managers discuss why they are bullish on equities and which market areas they are increasing their exposure to.

clock 29 September 2021 • 4 min read
Guinness Global Innovators shifts China holdings on back of political uncertainty

Asia

Guinness Global Innovators shifts China holdings on back of political uncertainty

Volatility not an opportunity

clock 20 September 2021 • 2 min read
CRUX hires Martin Currie's Taylor as deputy manager for new Asia strategies

People moves

CRUX hires Martin Currie's Taylor as deputy manager for new Asia strategies

Joins Markson-Brown

clock 14 September 2021 • 1 min read
Sustainable infrastructure investing - The case for private investment in Asia

ESG

Sustainable infrastructure investing - The case for private investment in Asia

Opportunity for growth

clock 13 September 2021 • 4 min read
Four areas that informed our approach to Asian equity markets over the past month

Equities

Four areas that informed our approach to Asian equity markets over the past month

Reasons to be optimistic

clock 08 September 2021 • 2 min read
Healthy China 2030 reforms: A balance of opportunities and risks for investors

Investment

Healthy China 2030 reforms: A balance of opportunities and risks for investors

Country has introduced healthcare reforms

clock 02 September 2021 • 4 min read
What data can teach us about the post-Covid travel industry recovery

Markets

What data can teach us about the post-Covid travel industry recovery

Travellers in US back to 2019 numbers

clock 31 August 2021 • 4 min read
Are regulatory clampdowns hurting China's long-term investment case?

Asia

Are regulatory clampdowns hurting China's long-term investment case?

Sell-off overdone

clock 24 August 2021 • 4 min read
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