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.
Income
Income
Dividends have historically been a big driver of returns in Asia. Their stability also enhances portfolio resilience.
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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Why India’s consumer boom may be the next big thing for investors

in insights

Equity

Why India’s consumer boom may be the next big thing for ...

10 Jan

Low volatility strategies help to stabilise a portfolio over time by losing less in ...

Six questions on Japan’s ESG progress

in insights

Equity

Six questions on Japan’s ESG progress

08 Nov | Samuel Hoang

Japan’s sustainable investment assets have grown by 16.4% on a compounded annual ...

Investing in Vietnam’s middle-income boom

in insights

Equity

Investing in Vietnam’s middle-income boom

02 Nov | Ngo The Trieu

Middle income households are expected to make up almost 30% of Vietnam’s ...

The alpha from Asia’s growing equity offerings

in insights

Equity

The alpha from Asia’s growing equity offerings

04 Oct | Fabian Graimann , John Tsai

Initial public offerings and share placements continue to appeal as funding options ...

Has the Chinese economy bottomed?

in insights

Equity

Has the Chinese economy bottomed?

13 Sep

There are tentative signs of stabilisation in the Chinese economy.

Maximising the opportunity set across Global Emerging Markets

in insights

Equity

Maximising the opportunity set across Global Emerging Markets

07 Sep | Samuel Bentley

The beauty of the emerging markets is that there is no uniform narrative. The region ...

China: More stimulus on the horizon?

in insights

Equity

China: More stimulus on the horizon?

17 Aug

There is a rising urgency for Chinese policymakers to act more decisively to stabilise ...

Japan - Are the stars aligned?

in insights

Equity

Japan - Are the stars aligned?

02 Aug | Ivailo Dikov , Oliver Lee

Japan equities are seeing the highest inflows in 20 years. Improving economic ...

Chart of Month - Can China’s economy rebound?

in insights

Equity

Chart of Month - Can China’s economy rebound?

19 Jul

Investors should not be overly pessimistic or optimistic over the outlook for the ...

Chart of the month – The big tech rebound

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Equity

Chart of the month – The big tech rebound

21 Jun

Who will be the true beneficiaries of the AI revolution?