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.
AI, telemedicine and medical devices
For many years now, Chinese internet companies have been producing notable earnings expansion on the back of consumption-led growth in China.
Feasts from the East
Trade concerns no deterrent to manager's outlook
Strife ahead of Chinese New Year
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.
Baillie Gifford's Slater: Being a long-term investor is a difficult thing to be in this most impatient of industries
Opportunities in unlisted companies
Boosted by Chinese tech stocks
Emphasis remains on growth companies
Key to maintaining a balanced approach
China funds did well
Dominance by Chinese tech firms
2016 saw $366bn in online sales in China
The strength of emerging market (EM) economic growth this century has been well documented, as has the shift (broadly speaking) from commodity and manufacturing based economies to ones more supported by shifting demographics and the burgeoning middle...
Targets AI hires if successful
Scottish Mortgage's Anderson 'perturbed' by political climate and lack of support for next Amazon or Baidu
Baillie Gifford's James Anderson, co-manager of the £4.5bn Scottish Mortgage investment trust, has expressed his concern about recent rhetoric used by the UK and US governments, and warned of the impact of their policies on developing the next generation...
Focused on the 'big three' tech giants
Although China's slowing economy has dominated headlines, Jeremy Thomas, co-manager of the Brunner investment trust, highlights the sectors poised for a pick-up