Impact on markets as Japan Prime Minister Shigeru Ishiba steps down

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Prime Minister Shigeru Ishiba announced his resignation after just eleven months in office, taking responsibility for the ruling coalition’s defeats in both the lower and upper house elections. His position... Read more continue reading

American Century looks to Japanese equities as market shifts

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Japanese equities have become an attractive investment option as global market leadership undergoes a significant reshuffle, says Bernard Chua, senior client portfolio manager at American Century Investments. “With the previously... Read more continue reading

India and Europe have long term allure as global rivalries intensify

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Emerging market equities are positioned to outperform developed ones over the next decade according to Amundi, Europe’s largest asset manager. The US-China tech rivalry will particularly benefit India due to... Read more continue reading

Fidelity International highlights Asia’s rise in global technology

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The launch of Chinese AI startup Deepseek has prompted new enthusiasm in who will be the “winners” within the global technology ecosystem. Amidst this evolving landscape, the current volatility has... Read more continue reading

China’s technological rise slowed by complex hurdles

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With its rapid advancements in critical technologies, today, China is a formidable competitor to the developed West for global technology leadership. Innovation can take many forms, including process innovation in... Read more continue reading

Amundi upgrades its forecast for China GDP growth

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The outcome of US-China trade talks this past weekend exceeded expectations according to Amundi, Europe’s largest asset manager. As a result, Amundi has upgraded its forecast for China GDP growth... Read more continue reading

Macroscope: Trade shock accelerates China’s strategic pivot

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Iain Cunningham, Head of Multi-Asset Growth, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade shocks from US tariffs. While markets fixate on the strategic policy... Read more continue reading

Asia resilience and growth expected, amid global trade shifts

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Asia will continue to show resilience in the face of evolving global trade dynamics, given several tailwinds supporting the region’s growth prospects, according to Andrew Swan, portfolio manager at Man... Read more continue reading

Fidelity International highlights investment opportunities within Asia’s Giants

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Global markets have so far had a fairly rocky start to 2025. The US administration’s slew of policy initiatives to investigate various bilateral trade and investment relationships may pave the... Read more continue reading

What makes this China rally different

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Looking back at 2024, Chinese equities delivered strong returns, outperforming most equity markets outside of the US equity market. However, it certainly didn’t feel that way last year, as Chinese... Read more continue reading