We aim to generate alpha and deliver superior long-term returns by exploiting mispriced opportunities and seeking out companies with superior growth potential.
Our +80-member strong Equity teams, based across 10 Asian markets, offer firsthand knowledge and a unique understanding of local nuances.
We conduct deep fundamental research to strengthen our stock conviction. We value debate and diversity which helps to distil our best ideas.
We aim to build portfolios that capture optimal risk-return relationships. We exercise in-depth risk oversight to ensure the integrity of our processes.
We have expertise in regional and single country, as well as dynamic and thematic equity strategies.
Global emerging markets
The GEM offer the potential for high growth and attractive returns from a diverse group of companies.
Japan offers potential upside from a revival in corporate reforms, improving profitability and attractive valuations.
Asia (Pacific) ex Japan
Asia will continue to be one of the world’s fastest growing regions and be home to many leading companies.
Greater China & China A
China’s multi-year transformation will create a new growth narrative and new opportunities.
Dividends have historically been a big driver of returns in Asia. Their stability also enhances portfolio resilience.
Thematic investments, including sustainability-themed and Shariah-compliant solutions, offer exposure to powerful macro trends.
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The rise of Japan’s new dawn?
Japanese value stocks are still trading at an attractive discount to Japanese growth ...
India: Getting too big to ignore
03 May | Anand Gupta
India makes up 15% of the MSCI Emerging Market Index. With it expected to drive one ...
Six questions on Japan
12 Apr |
The Japan team explains why a global cyclical market like Japan warrants a ...
Asia’s new growth drivers
Check out the 5 new growth areas in Asia.
Why an Emerging Market ex China strategy offers a new opportunity set
05 Apr | Navin Hingorani
China’s growing dominance in the emerging market universe has portfolio ...
Where will all the Chinese deposits go?
Chinese households are flushed with cash. What will they do with it?
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 ...
Why invest in Asian equities?
There are many reasons to relook at Asia.
Resource-rich Asia supports new growth areas
As Asia progresses on its path to achieve sustainable development, opportunities will ...