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
China
China’s multi-year transformation will create a new growth narrative and new opportunities.
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Regional Asia
Asia will continue to be one of the world’s fastest growing regions and be home to many leading companies.
Income
Single Country Asia
Single country strategies offer access to diverse range of local investment opportunities across Asia.
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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India and China: Redefining resilience

in insights

Equity

India and China: Redefining resilience

04 Sep

India and China have unique factors which will help them to be more resilient during ...

A durable approach to Japan equities

in insights

Equity

A durable approach to Japan equities

28 Aug | Japan Equity Team

The ongoing structural changes make Japan the stand-out market globally.

30 years of Asian equities: A journey of growth and opportunities

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Equity

30 years of Asian equities: A journey of growth and ...

14 Aug

Asia’s financial markets have been a gateway for investors to tap into the region’s ...

30 years of Asian growth: A story of resilience and untapped potential

in insights

Equity

30 years of Asian growth: A story of resilience and ...

31 Jul

Asia’s growth model has evolved over the last 30 years and the region will continue to ...

Indonesia’s electric vehicle value chain opportunities

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Equity

Indonesia’s electric vehicle value chain opportunities

10 Jul | Equity Team

Indonesia’s growing middle class will underpin vehicle sales.

Vietnam: A unique blend of growth and diversification

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Equity

Vietnam: A unique blend of growth and diversification

26 Jun | Ngo The Trieu

Vietnam equities delivered attractive returns over the last five years.

Why an Emerging Markets ex China strategy still holds value

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Equity

Why an Emerging Markets ex China strategy still holds value

12 Jun | Navin Hingorani

A value-driven EM ex China strategy tends to outperform in the long term.

India elections: Key reforms likely to continue amid coalition dynamics

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Equity

India elections: Key reforms likely to continue amid ...

06 Jun

Key reforms are likely to continue as India’s new government navigates coalition ...

Japan’s small and mid-caps: An overlooked opportunity

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Equity

Japan’s small and mid-caps: An overlooked opportunity

17 Apr | Max Godwin

The pressure to improve balance sheets is growing in Japan; small and mid-cap stocks ...

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.