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.

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.
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Asia (Pacific) ex Japan
Asia will continue to be one of the world’s fastest growing regions and be home to many leading companies.
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Greater China & China A
China’s multi-year transformation will create a new growth narrative and new opportunities.
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Income
Dividends have historically been a big driver of returns in Asia. Their stability also enhances portfolio resilience.
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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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Why an Emerging Markets ex China strategy still holds value

in insights

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

in insights

Equity

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

06 Jun

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

Top Economic News

in insights

Equity

Top Economic News

21 May

Equity Market

in insights

Equity

Equity Market

21 May

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

in insights

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

in insights

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.

Asia ex-Japan equities: Prospects for higher returns as corporates “value-up”

in insights

Equity

Asia ex-Japan equities: Prospects for higher returns as ...

03 Apr | Sundeep Bihani

Asian governments are asking companies to boost returns by improving profitability ...

No big surprise from Bank of Japan

in insights

Equity

No big surprise from Bank of Japan

20 Mar

The Bank of Japan formally exited its negative interest rate policy and raised rates ...

Normalisation bodes well for Japan equities

in insights

Equity

Normalisation bodes well for Japan equities

07 Feb | Ivailo Dikov

We believe the value story is far from over as there is still room for significant ...