fund manager views

Stabilising economic and corporate earnings growth, improving macro stability and overall accommodative local macro policies have provided a positive anchor for Asia ex Japan assets in the face of elevated global and developed market growth, policy and...

Need for Hong Kong to work out relationship with China

While IMF global growth forecasts may have finally steadied after five consecutive semi-annual cuts, it is not to say that the global economy has stabilised and is set to normalise once again.

Key is understanding the effect of macroeconomics on the market

Following a prolonged period of poor performance, many investors have started to reappraise the prospects for emerging markets (EMs).

European markets are finding no shortage of things to worry about, whether it be the travails of the banking sector, the tortuous Brexit negotiations that lie ahead or the end of the European Central Bank's quantitative easing next March.

Sluggish growth and weak domestic spending

A legacy of ultra-low interest rates, high government debt, and subdued economic growth in developed markets is that investment returns from all major asset classes are low and likely to remain so for some time.

Global stockmarkets are still digesting the UK's decision to leave the EU back in June, and while economic data is holding firm, valuations in the UK equity market have polarised with material rises in companies deriving significant profits abroad, reflecting...

US govt likely to be supportive of biomedical research