Attractive investment opportunities on offer across Asian infrastructure

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Despite ongoing global political and economic headwinds, the value proposition of quality infrastructure projects in some Asian nations is very attractive, according to Sarah Shaw, global portfolio manager and CEO/CIO... Read more continue reading

New Delhi eyes the debt markets: Are Indian bonds the next big thing?

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With Indian debt set to be included in major international benchmarks this year, emerging-market sovereign debt analyst Nafez Zouk travelled to the country to assess its prospects. Key Points ​... Read more continue reading

Emerging markets well placed for outperformance, but China still a risk

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Emerging markets offer growth and diversification opportunities for investors’ portfolios, but active management is essential for selecting the best investment opportunities and avoiding risky markets, according to David Wright, investment... Read more continue reading

Bank of Japan—A “watchful” adjustment

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The Bank of Japan (BoJ) raised interest rates for the first time since 2007 and has eliminated the yield curve control framework. Franklin Templeton Fixed Income Economist Rini Sen expects... Read more continue reading

Japanese equities to benefit despite recession fears

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Nanuk Asset Management (Nanuk), an industry leader in sustainable investing, predicts the performance of Japanese equities in 2024 to be underpinned by structural changes, as corporate government improvements make the... Read more continue reading

Japan equity in focus: top performer in 2023; remains attractive option for 2024

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Japan’s equity market is at a historical high in total return terms and in price return terms it is at its highest level in almost 34 years. It was one of... Read more continue reading

Hidden GEMs: Are the dark clouds starting to part for emerging markets

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With 2023 falling short of expectations in terms of a recovery for emerging markets, Archie Hart and Varun Laijawalla, Co-Portfolio Managers, Emerging Markets Equities at Ninety One, are optimistic on... Read more continue reading

China’s structural and cyclical challenges present opportunities

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Ninety One’s, Iain Cunningham, Head of Multi-Asset Growth at the global investment manager with an emerging market heritage and perspective manager, discusses China’s structural headwinds. This includes those which are... Read more continue reading

China in transition presents new opportunities for investors

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For most of the past 40 years, investors, policymakers and interested observers have become used to the idea of China as a fast-growing, emergent economy, well on its way to... Read more continue reading

Emerging markets and Asian equities are good long term performers

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Zenith Investment Partners says the probability of emerging markets producing positive returns significantly increases over longer investment horizons, with Zenith’s rated emerging markets funds, on average, outperforming a passive exposure... Read more continue reading