Chinese New Year: Navigating the Year of the Snake

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Looking back at 2024, Chinese government bonds delivered strong returns relative to other fixed-income asset classes, with a total return of 6.2%, outperforming US treasuries (1.6%), and the euro benchmark... Read more continue reading

Rising animal spirits to boost equity markets

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Despite posting solid returns through 2024 the key drivers for the market to trade higher throughout 2025 remain intact, according to Jun Bei Liu, portfolio manager, and Jason Todd, CEO,... Read more continue reading

2025 outlook for Japanese equities

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The transformation of the Japanese economy and corporates is driving the potential for more attractive long-term returns in the Japanese equities. Inflation is a new thing for the Japanese as... Read more continue reading

China policy: short-term lift or long-term change?

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China’s recent policy easing measures, including rate cuts and relaxed housing restrictions, have sparked a notable shift in market sentiment and the outlook for Chinese assets, as highlighted in a... Read more continue reading

China reaction

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Investors for a long time have not understood why China’s approach has been so “limp” and incremental response to its deep recession. The most likely reason for its incremental response... Read more continue reading

Asian equities – from headwinds to tailwinds

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As developed markets – notably the US – achieve new highs, Asian equities have been out of favour with investors. However, headwinds that have muted growth across Asia (ex-Japan)[1] are... Read more continue reading

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