Equity

We aim to generate alpha and deliver superior long-term returns by exploiting mispriced opportunities and seeking out companies with superior growth potential.

  • equity

    Local insights

    Our more than 80-member strong Equity teams, based across 10 Asian markets, offer firsthand knowledge and a unique understanding of local nuances.
  • equity

    Best ideas

    We conduct deep fundamental research to strengthen our stock conviction. We value debate and diversity which helps to distil our best ideas.
  • equity

    Optimal portfolios

    We aim to build portfolios that capture optimal risk-return relationships. We exercise in-depth risk oversight to ensure the integrity of our processes.

Strategies

We have expertise in regional and single country, as well as dynamic and thematic equity strategies.

Global Emerging Markets
Global emerging markets
The GEM offer the potential for high growth and attractive returns from a diverse group of companies.
strategies-japan
Japan
Japan offers potential upside from a revival in corporate reforms, improving profitability and attractive valuations.
strategies-apac-ex-japan
Asia (Pacific) ex Japan
Asia will continue to be one of the world’s fastest growing regions and be home to many leading companies.
strategies-china-a
Greater China & China A
China’s multi-year transformation will create a new growth narrative and new opportunities.
Income
Income
Dividends have historically been a big driver of returns in Asia. Their stability also enhances portfolio resilience.
Thematic investments
Thematic
Thematic investments, including sustainability-themed and Shariah-compliant solutions, offer exposure to powerful macro trends.

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Insights

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Normalisation bodes well for Japan equities

in insights

Equity

Normalisation bodes well for Japan equities

07 Feb | Ivailo Dikov , Oliver Lee

We believe the value story is far from over as there is still room for significant ...

Why India’s consumer boom may be the next big thing for investors

in insights

Equity

Why India’s consumer boom may be the next big thing for ...

10 Jan

Opportunities for investors in the world’s third largest consumer market.

Asian equities offer better value

in insights

Equity

Asian equities offer better value

06 Dec

Asia has plenty of unique opportunities for investors.

Six questions on Japan’s ESG progress

in insights

Equity

Six questions on Japan’s ESG progress

08 Nov | Samuel Hoang

Japan’s sustainable investment assets have grown by 16.4% on a compounded annual basis ...

Investing in Vietnam’s middle-income boom

in insights

Equity

Investing in Vietnam’s middle-income boom

02 Nov | Ngo The Trieu

Middle income households are expected to make up almost 30% of Vietnam’s population by ...

The alpha from Asia’s growing equity offerings

in insights

Equity

The alpha from Asia’s growing equity offerings

04 Oct | Fabian Graimann , John Tsai

Initial public offerings and share placements continue to appeal as funding options ...

Has the Chinese economy bottomed?

in insights

Equity

Has the Chinese economy bottomed?

20 Sep

There are tentative signs of stabilisation in the Chinese economy.

Maximising the opportunity set across Global Emerging Markets

in insights

Equity

Maximising the opportunity set across Global Emerging Markets

07 Sep | Samuel Bentley

The beauty of the emerging markets is that there is no uniform narrative. The region ...

China: More stimulus on the horizon?

in insights

Equity

China: More stimulus on the horizon?

17 Aug

There is a rising urgency for Chinese policymakers to act more decisively to stabilise ...