Asia ex Japan

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Fixed Income

11JAN 2019

Why we see income opportunities emerging in Asian corporate bonds

Market turbulence has produced attractive income opportunities in Asian corporate bonds against a still positive economic backdrop in the region.

Equities

18DEC 2018

2018

DECEMBER

03DEC 2018

Economic Views

Trump-Xi trade truce: what next?

Quickview: The trade truce between the US and China is a positive outcome, but we expect hostilities to resume later next year.

OCTOBER

19OCT 2018

Economic Views

China’s growth surprise is just the start

With the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.

AUGUST

08AUG 2018

Alternatives

The data boom in Chinese cities and what it means for real estate investing

China is at the forefront of a technological revolution and the quantity of data it will yield is unprecedented. For investors in companies based in the country’s global cities, this could bring compelling opportunities.

JULY

16JUL 2018

Economic Views

China enters the slowdown phase

Quickview: China’s economy slowed in Q2 and we see further weakness in Q3, as policymaker support takes time to translate to growth.

JUNE

26JUN 2018

Equities

"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

Multi-Asset

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.

MAY

16MAY 2018

Multi-Asset

Our multi-asset investment views for May 2018

This month our infographic reveals we have downgraded a number of asset classes, but upgraded our view on the US dollar.