What an open China means for Asian equities

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China’s about-turn on its COVID restrictions late last year has had profound impacts on its economy and those of the Asian countries that trade closely with it. Federal Treasurer Jim... Read more continue reading

Emerging markets to benefit from better growth and peak USD

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The re-opening of China and the performance of the United States (US) economy will be the two dominant themes for global equity markets in 2023, particularly emerging markets, according to... Read more continue reading

Investment case for China remains strong

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Despite negative stock market reaction to the results from the 20th National Congress and Xi Jinping’s re-election, the investment case for China remains intact, notes Martin Currie, an active investment... Read more continue reading

How China is forging its own path to recovery

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It was little surprise that second-quarter earnings weakened in China after lockdowns impacted economic activity during April and May. The country’s investment outlook has struggled since 2021, reflecting several headwinds... Read more continue reading

The disconnect between GDP growth and Asian equities

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Economic dynamics in Asia provide enormous opportunities to create alpha from stock picking. But it is rarely a function of the level, or even change, of nominal GDP. This article... Read more continue reading

China’s ‘Common Prosperity’ regime – What does it mean for investors?

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This summer China launched a new policy regime, which escalates government steerage of the economy and features two critical initiatives. This article, from one of GSFM’s manager partners Epoch Investment... Read more continue reading

IIX and the Australian Government launch blended finance solutions to benefit 2.5 million lives in Asia Pacific by 2023

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Impact Investment Exchange (IIX) and the Australian Government’s Department of Foreign Affairs and Trade (DFAT) has announced the launch of three blended finance solutions to boost resilience and drive investment... Read more continue reading

Maple-Brown Abbott launches Asian dividend growth fund

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Maple-Brown Abbott has established an Asian equities fund aimed at delivering investment growth and consistent and reliable income to investors. The Maple-Brown Abbott Asian Dividend Growth Fund provides investors with... Read more continue reading

Investing in the new world: Finding returns in #TheZero

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Investors won’t be able to rely on investment strategies that have worked to generate their income and returns over the past decade. With traditional fixed income investments now yielding close... Read more continue reading

Finding investment opportunities in China in the age of #TheZero

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China’s economy has performed well in the past year due to its ability to manage the Covid-19 crisis, delivering timely and effective monetary and fiscal stimulus measures. The country recorded... Read more continue reading