Monthly Highlights - august-2023

 

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Asian Expert webinar – Positioning for Asia’s longer-term re-rating button play

in insights

Asian Expert webinar – Positioning for Asia’s longer-term re-rating

15 Apr

Across Asia, countries are coming up with their own versions of corporate reform ...

China: Awaiting the catalysts

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Equity

China: Awaiting the catalysts

10 Apr | Jingjing Weng

The worst of the Chinese economy appears to be behind us, but the road ahead remains bumpy.

Asia ex-Japan equities: Prospects for higher returns as corporates “value-up”

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Equity

Asia ex-Japan equities: Prospects for higher returns as corporates “value-up”

03 Apr | Sundeep Bihani

Asian governments are asking companies to boost returns by improving profitability ...

Not out of the woods yet

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Multi asset

Not out of the woods yet

27 Mar | Nupur Gupta

Our multi asset team is tactically bullish on risk assets given the strong growth data ...

Monthly Views March

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Multi asset

Monthly Views March

20 Mar

Global growth is likely to decelerate over the following months as the lagged effects ...

No big surprise from the Bank of Japan

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Equity

No big surprise from the Bank of Japan

20 Mar

The Bank of Japan formally exited its negative interest rate policy and raised rates ...

Attractive upside potential for Emerging Market debt

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Fixed income

Attractive upside potential for Emerging Market debt

13 Mar | Eric Fang

GEM bonds continue to have the potential to deliver double digit returns once the US ...

Enhancing bond returns in an ESG-disrupted world

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Equity

Enhancing bond returns in an ESG-disrupted world

06 Mar | Rong Ren Goh

ESG-focused bond portfolios can deliver superior risk-adjusted returns.

5 reasons to buy Singapore bonds

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Fixed income

5 reasons to buy Singapore bonds

28 Feb

Our take on the attractiveness of Singapore bonds.

Monthly Views February

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Multi asset

Monthly Views February

22 Feb

Economic forecasters have raised their estimates for global growth, buoyed by a more ...

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