Asia Pacific

JUNE

26JUN 2018

Markets

"Malaysia Boleh?" (Can Malaysia do it?)

Following the recent election result, can Malaysia’s economic and stockmarket fortunes turn around or will the brain drain continue to hamper progress?

20JUN 2018

Markets

Our multi-asset investment views for June 2018

We have downgraded equities this month in Europe, Japan, Pacific ex-Japan and emerging markets. Here's why.

12JUN 2018

Markets

Why Argentina woes shouldn’t detract from positive emerging market debt story

The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?

MAY

10MAY 2018

Economics

Are Australia and Canada’s cooling housing markets a threat to financial stability?

After a long housing boom in Australia and Canada, some observers expect a sharp correction. Should this spark concern about the wider economic impact in these countries?

MARCH

15MAR 2018

Markets

Is a pivotal change in the Chinese economy hiding in plain sight?

With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.

15MAR 2018

Thought Leadership

Is a pivotal change in the Chinese economy hiding in plain sight?

With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.

FEBRUARY

07FEB 2018

Markets

Rising global cities: ones to watch in 2018

We highlight investible cities around the world that have the potential to rise up the ranks of the Schroders Global Cities index in 2018

2017

NOVEMBER

01NOV 2017

Markets

The rise of young Asia: how millennials are transforming a region

We look at the huge shift of economic power towards a growing and increasingly wealthy Asian middle class, which - crucially - is both young and at ease with technology and rapid change.

OCTOBER

19OCT 2017

Economics

Chinese growth shrugs off headwinds

A resilient economy strengthens President Xi Jinping at a crucial political juncture.

16OCT 2017

Economics

China’s Communist party congress: what investors should expect

The 19th National Congress of the Communist Party of China begins on Wednesday. Will President Xi Jinping stick or twist on the country’s economic policy, and what might it mean for markets?