Signs of stabilisation in China after an underwhelming reopening

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While China is facing an economic slowdown, and consumer and business confidence has weakened, signs of stabilisation could point to more positive signs ahead supporting a potential outperformance of the... Read more continue reading

India poised to drive resurgence in EM equities

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While returns of recent years have been disappointing for investors of emerging market (EM) equities, the asset class is ripe with opportunities, driven largely by a compelling case for India,... Read more continue reading

Hidden GEMs: India’s sleeping cat…has become a roaring tiger

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A recent visit to India confirmed that the country is in a good place; the economy is strong, concrete is being poured and sentiment is generally upbeat. As we all... Read more continue reading

Secular stars – Why India and Indonesia are set to shine as global economic leaders

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In 2013, India and Indonesia were notoriously named among the so-called “Fragile Five” emerging market (EM) economies that depend heavily on foreign investment to finance growth[1]. A decade later, their... Read more continue reading

Assessing pockets of value in Asia

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With China’s post-Covid recovery proceeding at a slower-than-anticipated pace and investors unsettled by broader macroeconomic uncertainty, portfolio manager of the Fidelity Asia Fund, Anthony Srom, demonstrates the value of active... Read more continue reading

India’s future long-term growth

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“Over the last decade, under the leadership and political stability established by Prime Minister Narendra Modi, India has passed several reforms that will help attract private investment and foreign capital... Read more continue reading

The global impact of Japanese monetary policy

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Japan’s monetary policy changes are one of the key factors explaining both the country’s super-boom combined with huge asset price inflation in the 1980s, and the subsequent bust and long... Read more continue reading

Cautious optimism for China investors

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Mainland China’s stock market has sold off sharply over the past month, and the renminbi has weakened against the dollar, nearing levels seen during the height of Covid-19 lockdowns. Investors... Read more continue reading

China – what’s next and what will it mean for Australian stocks?

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Equity Trustees Asset Management analysts recently visited China and discovered that the economy there is not as bad as some people are suggesting – and identified developments that will have... Read more continue reading

Private credit opportunities rapidly growing in Asia

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Asian private credit markets are nascent in their development and will almost certainly follow the growth path experienced in the US and Europe, affording good opportunities for those investors who... Read more continue reading