We have expertise in regional and single country, as well as dynamic and thematic equity strategies.
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 will continue to be one of the world’s fastest growing regions and be home to many leading companies.
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.
12 Oct | Sundeep Bihani
Asia ex Japan (“Asian”) equities are pricing in low expectations and ...