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 +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.

equity
Global emerging markets
The GEM offer the potential for high growth and attractive returns from a diverse group of companies.
equity
Japan
Japan offers potential upside from a revival in corporate reforms, improving profitability and attractive valuations.
equity
Asia (Pacific) ex Japan
Asia will continue to be one of the world’s fastest growing regions and be home to many leading companies.
equity
Greater China & China A
China’s multi-year transformation will create a new growth narrative and new opportunities.
equity
Income
Dividends have historically been a big driver of returns in Asia. Their stability also enhances portfolio resilience.
equity
Thematic
Thematic investments, including sustainability-themed and Shariah-compliant solutions, offer exposure to powerful macro trends.

Need more information?

Talk to our sales team.

Insights

View all
equity
Equity

Tapping the potential of the new Asian consumer

25 Jan

The behaviour of Asian consumers is changing, resulting in both challenges and ...

equity
Equity

The case for Asia - Executive summary

11 Jan | Bill Maldonado

Asia will continue to be the fastest growing region in the world as new drivers ...

equity
Equity

5 reasons to invest in Emerging Markets

17 Nov

What going green means for Emerging Markets

equity
Equity

What’s next for China?

26 Oct | Ken Wong

Following the 20th Party Congress, investors should look out for the specific growth ...

equity
Equity

When will the mighty dollar turn?

20 Oct

The US dollar index, which measures the value of the dollar relative to a basket of ...

equity
Equity

Asian equities: Low expectations, attractive valuations

12 Oct | Sundeep Bihani

Asia ex Japan (“Asian”) equities are pricing in low expectations and ...

equity
Equity

5 must-knows about Japan’s corporates

06 Oct

Invest in a market of stocks that is attractive on many fronts

equity
Equity

Value continues to shine

26 Sep

Given that the current policy response is focused on investing in the real economy and ...

equity
Equity

Understanding ESG in China

21 Sep | Michelle Qi

There will be long-term value creation as companies in China improve their ...

equity
Equity

Japan’s good value creates alpha opportunities

07 Sep | Ivailo Dikov

Japan’s companies are among some of the most cash rich, globally. Equally, some ...