China emerges as Asia’s under-appreciated opportunity as AI investment broadens

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China is emerging as one of the most underappreciated opportunities in Asian equities as investors broaden beyond the region’s established AI and semiconductor leaders, according to Aberdeen Investments. Pruksa Iamthongthong,... Read more continue reading

Japanese equities shift from AI momentum to earnings delivery

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Japanese equities have performed strongly this year, supported in part by enthusiasm around AI-related opportunities. As markets entered the third quarter, however, they began to digest the narrow rally that... Read more continue reading

South Korea’s AI sell-off shows how quickly market optimism can turn

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The South Korean stock market has plunged almost 40 per cent over the last few weeks, wiping billions from investor wealth. An RMIT expert says the sell-off is a stark... Read more continue reading

CPD: China’s next phase – what persistent supply-side growth means for global markets

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China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a... Read more continue reading

CPD: Why Asia, why now?

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The investment playbook has long been anchored by the security of the Australian sharemarket, notably the ASX200. Investors have leaned on the ‘big four’ banks for yield and the mining... Read more continue reading

Why private credit capital is looking East

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Private credit is entering a more demanding phase. For much of the past decade, the asset class benefited from a highly supportive macro backdrop. Rising base rates, coupled with floating-rate... Read more continue reading

China’s next chapter – from doubt to dominance

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“In recent years, many investors have asked whether China remains investible. Between the property downturn, regulatory tightening, and geopolitical frictions, global capital turned away from Chinese equities in favour of... Read more continue reading

Reflation on the cards for China following announcement of next five-year plan

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The next five-year plan from the Chinese government is likely to move the country from deflation to reflation, according to portfolio manager of Man GLG Asia Opportunities Fund, Andrew Swan.... Read more continue reading

India Holds Firm Amidst Global Headwinds

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The Indian equity market came under pressure in 2025 amidst a domestic growth slowdown and adverse US policy actions. Both consumption and capital investment showed signs of fatigue after two... Read more continue reading

China’s growth engine faces fresh challenges

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China’s ability to sustain fairly robust economic growth despite a massive property sector downturn is now facing new tests as global trade barriers rise, and domestic demand shows fresh signs... Read more continue reading