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CIO Views: Markets expect an end to the war and continued earnings strength

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CIO Views: Markets expect an end to the war and ...

News over the weekend of the renewed closure of the Strait of Hormuz appears to be negative, but Asian equity markets are rallying as we go to ...

  • Apr 26
India and China: Are there opportunities amid the energy shock?

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Equity

India and China: Are there opportunities amid the energy ...

Apr 26 | Yuan Yiu Tsai

My recent back-to-back trips to India and China revealed two ...

CIO Views: Energy shock increases importance of earnings guidance

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CIO Views: Energy shock increases importance of earnings ...

Apr 26

Markets enter this week conflicted between more negative news flow ...

Unscripted: Does value investing work in Asia? button play

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Multi asset

Unscripted: Does value investing work in Asia?

Apr 26

How under-appreciated and misunderstood is value investing in ...

CIO Views: The probability of higher for longer energy prices increases

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CIO Views: The probability of higher for longer energy ...

Apr 26

US President Trump’s refocus on Iranian control of the Strait of ...

Asia insights

India and China: Are there opportunities amid the energy shock?

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Equity

India and China: Are there opportunities amid the energy ...

My recent back-to-back trips to India and China revealed two ...

Harnessing low volatility to capture Asia’s income opportunity

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Equity

Harnessing low volatility to capture Asia’s income ...

In the current uncertain environment, durable income from equity ...

Asian bonds: Income with resilience

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Fixed income

Asian bonds: Income with resilience

Asian bonds have remained relatively resilient compared to US and ...

  • Mar 26

ESG insights

Spotting transition leaders

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Equity

Spotting transition leaders

Transition leaders are strategic additions in a forward-looking ...

Engaging for Alpha

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Multi asset

Engaging for Alpha

Active engagement is a key alpha driver, enabling informed ...

Why it pays to get dirty

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Equity

Why it pays to get dirty

Companies in high-polluting industries are often undervalued due ...