The case for Asian emerging market equities

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Marty Dropkin, Head of Equities, Asia Pacific at Fidelity International, comments, “During periods of market volatility, the attractions of emerging markets can be overlooked. With valuations at multi-decade lows, this... Read more continue reading

Is Modi India’s most effective post-independence leader?

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In an era where government intervention is becoming the norm globally, it is refreshing to see one major country going the opposite direction. We believe India’s Prime Minister, Narendra Modi,... Read more continue reading

A rapidly developing landscape – sustainable investing in Asia

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A rapid change in investment trends is unfolding in Asia as governments, regulators and investors sharpen their focus on climate change and corporate governance. Jenn-Hui Tan, Fidelity International’s Global Head... Read more continue reading

Gains or glitches: How does Chinese AI technology differ from the West?

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Chinese firms have powerful AI capabilities. How could the progress of the technology in China differ from the West? Mr Alistair Way, Head of Equities at Aviva Investors explains. China... Read more continue reading

Indian assets poised for growth

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Key points India’s economic and demographic outlook points to strong growth over the next decade and suggest Indian equities could over-perform main equity markets. Investment is expected to drive the... Read more continue reading

Does China’s reopening mark a new beginning?  

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With Beijing having signalled it is ready to take additional steps to stimulate spending and investment, and with households having been forced to save during last year’s extensive lockdowns, some... Read more continue reading

What does 2023 hold for Asian emerging market equities?

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Economic dynamics in Asia provide enormous opportunities to create alpha from stock picking – is 2023 the ‘year of the rabbit run’? This article from GSFM’s investment partner Man GLG,... Read more continue reading

How to invest for China’s next phase

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China’s annual March legislative sessions are likely to reinforce the primacy of ensuring stable economic growth, and we expect the party leadership to back this up with accommodative policy settings.... Read more continue reading

Asian markets to support emerging markets rebound in 2023: New Rreport

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Emerging markets are set to rebound in 2023, according to the Federated Hermes’ Global Emerging Markets Outlook, boosted by the re-opening of China. Rebounds in South Korea, Taiwan and Brazil and the... Read more continue reading

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