Japan Equities - Time To Shine
We are overweight Japanese equities and expect the stock market to outperform from here as investors hedge against regional peers more dependent on...
575 Views
Asia's Response To Mr Trump - Accelerated Regional Integration (Part 2)
Regional integration is Asia’s future as the North comes to grips with demographic challenges. Rising US protectionism and China’s Belt and Road...
503 Views
Asia's Response To Mr Trump - Accelerated Regional Integration? (Part I)
Intra-Asian economic, trade and capital linkages have strengthened, especially since the global financial crisis. Asian businesses are already...
490 Views
Japan Outlook - Every Reason To Overweight
We are overweight Japanese equities but the stock market’s performance so far this year has been disappointing in our view. The Nikkei 225, up 0.4%...
612 Views
Asia Trade & Growth - Separating Facts From Noise
News headlines have been dominated by the escalating trade war, concerns that Chinese growth is slowing and that the best is behind for the global...
465 Views