Growing recession fears dent risk appetites. Global and Asian equities are now fairly valued while Asian high yield credit spreads appear more attractive than the US high yields given the easing monetary and fiscal policy in China.
Where will all the Chinese deposits go?
Chinese households are flushed with cash. What will they do with it?
Views from Asia following the recent US and Europe banking sector volatility
Our investment teams share their thoughts on Asian financials, how the different ...
China is back: The implications of China’s accelerated re-opening
15 Mar | Michelle Qi
The Chinese government set a GDP growth target of around 5% at the recent National ...
The implications of the SVB fallout on Asia
13 Mar | Craig Bell
The collapse of SVB should have limited implications for Asia, although it could ...
Investing in Asia through a factor lens
08 Mar | Ben Dunn, CFA
Quantitative investment strategies based on factor investing have been employed in ...
Why invest in Asian equities?
There are many reasons to relook at Asia.
Monthly Highlights - February
Sticky inflation temper rate cut expectations. Meanwhile, Emerging Markets see strong ...
Pockets of opportunities in Asian local bonds
Local buyers have emerged as the dominant participants in Asian local bonds
Emerging Market Debt: Compelling high yields
15 Feb | Guilherme Maciel de Barros
Emerging Market Debt is a very attractive asset class, offering high total returns ...
Resource-rich Asia supports new growth areas
As Asia progresses on its path to achieve sustainable development, opportunities will ...
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