Major dividends being cut in developed markets
Asia was first into the coronavirus crisis, with China officially reporting cases in mid-January, but it is showing encouraging signs that it may be the first to emerge from it.
Asian equity markets have underperformed developed markets since around the taper tantrum in 2013, driven partly by monetary policy and tax cuts in the US and partly by investors’ caution on Asia.
New positions set up despite drop in equities exposure
Which product is worthy of the yellow jersey?
Bottom-up, fundamental investment strategy
Man Numeric's sixth UCITS fund
Rural India 'critical' to election results
China opening up amid slowdown
Shifting sands in Asia
Joining Shanghai and Hong Kong offices
Asia Stars fund out in January 2019
The consumer markets of China, India and Indonesia have grown at year-on-year rates of 5.9% to 9.5%.
Some Asian markets up
Spent 32 years at the firm
China impacted in particular
US dollar also spiked
Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.
Added to indices today
How to find value in Japan
Unlikely to give exposure to rising middle class
Fee reduction and new dividend
Focus on Asia income