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Why Japanese equities still offer compelling opportunities

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Equity

Why Japanese equities still offer compelling opportunities

While higher input costs may impact corporate earnings, Japan’s improved fiscal position gives the Japanese government room to cushion the oil ...

CIO Views: Earnings strength implies correction, not crash

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CIO Views: Earnings strength implies correction, not crash

Jun 26 | Vis Nayar, Ray Farris, Viola Wang

The recovery in US employment we argued for several weeks ago has ...

Asian bonds: Finding resilience amid higher inflation and slower growth

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Asian bonds: Finding resilience amid higher inflation ...

Jun 26

We are focused on generating resilient carry for portfolios and ...

Asia’s growth-inflation trade off intensifies

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Asia’s growth-inflation trade off intensifies

Jun 26 | Vis Nayar, Ray Farris, Viola Wang

Another week gone by with the promise of an Iran-US deal that ...

Asia - Where AI is made

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Equity

Asia - Where AI is made

May 26 | Terence YT Lim

AI is widely perceived as a software and chips revolution led by ...

Videos

Unscripted: In conversation with Eastspring – Ray Farris, Chief Economist button play

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Multi asset

Unscripted: In conversation with Eastspring – Ray ...

Our Chief Distribution Officer Salman Haider speaks with Chief ...

  • Apr 25
2024 market outlook button play

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2024 market outlook

2024 will be a year of multiple transitions in the global economy ...

  • Jan 24
Positioning for the end of the rate hiking cycle button play

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Positioning for the end of the rate hiking cycle

The slowdown that we are seeing in the global economy suggests ...

  • Jun 23

Reports

Equity Market

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EQUITY REPORT

Equity Market

  • May 26
Fixed Income Market

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FIXED INCOME REPORT

Fixed Income Market

  • May 26
Money Market

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MONEY MARKET REPORT

Money Market

  • May 26
Top Economic News

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ECONOMIC COMMENTARY

Top Economic News

  • May 26