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Tracking Asian exports

Tracking Asian exports

🕔03:01, 18.Apr 2019

Research & Strategy Insights Asia’s exports have witnessed rapid expansion over the past decades. Its share in world exports went from below 5% to the current 23%, second only to the Eurozone. Asia’s trade is not only important in a

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Asia Watch: Elections near, headwinds are ebbing

Asia Watch: Elections near, headwinds are ebbing

🕔13:02, 16.Apr 2019

Regional growth has slowed in recent quarters, … After reaching cyclical highs of 6.4% yoy in H1-2018, regional growth in Asia ex Japan slowed materially in H2-2018. Our GDP-weighted regional growth tracker slowed to 6.0% yoy in Q3-2018 and to

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ASEAN Outlook: Slower Momentum

ASEAN Outlook: Slower Momentum

🕔17:02, 7.Mar 2019

The Southeast Asia economy has enjoyed a solid run in the last two years with GDP growth of 5.2% in 2017 and 2018. This followed a 4.6% average annual pace in the three years to 2016 and was just a

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Asia Market Outlook 2019

Asia Market Outlook 2019

🕔14:04, 18.Jan 2019

Recovery, Rebalancing and Rotation Last year was one that many investors in Asian bonds might like to forget. The Bloomberg JPMorgan Asia Dollar Index was 4% weaker, the benchmark J.P. Morgan Asia Credit Index (JACI) was down 0.77% overall, and

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Attractive valuations but uncertain outlook

Attractive valuations but uncertain outlook

🕔01:02, 15.Jan 2019

Regional view – Asia Externally, China is facing profound changes and serious challenges with regard to global trade and international relations. 

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Expectations for Asia in 2019

Expectations for Asia in 2019

🕔01:04, 8.Jan 2019

Regional view – Asia In 2019, we expect export growth to slow – in line with slower global economic activity – which should cut Asia's GDP growth by 0.4ppt to 5.8%.

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Fears of China’s military ambition may be overblown

Fears of China’s military ambition may be overblown

🕔01:02, 11.Dec 2018

Regional view – Asia China and the world’s interests lie in creating an environment in which the country will not be feared as a revisionist power

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It’s cherry-picking season

It’s cherry-picking season

🕔01:03, 27.Nov 2018

Regional view – Asia While we would avoid broad exposure, we do see opportunities opening up for select stocks following the recent sell-off. 

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Five reasons to tactically buy Asia

Five reasons to tactically buy Asia

🕔01:03, 20.Nov 2018

Regional view – Asia  But despite the thick fogs of uncertainty, we believe opportunities are opening up in the region and have initiated an overweight on Asian exJapan equities versus US investment grade debt.

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The wherewithal to ease

The wherewithal to ease

🕔02:03, 13.Nov 2018

Regional view – Asia In the end, we believe China's economy will be resilient in the longer term given its size and Beijing's determination to upgrade its manufacturing and technology sectors. 

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A class apart: emerging Asia’s fixed income market

A class apart: emerging Asia’s fixed income market

🕔13:03, 12.Nov 2018

Fixed Income Monthly Why investors seeking a stable and attractive source of return within a diversified bond portfolio should head to emerging Asia.

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The great supply chain migration

The great supply chain migration

🕔01:02, 6.Nov 2018

Regional view – Asia  If the US's trade campaign has taught Chinese policymakers one thing, it's that they need to speed up their ambition to become completely self-dependent – be it in agriculture or technology fields. 

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The 30-Year EM Opportunity

The 30-Year EM Opportunity

🕔11:02, 5.Nov 2018

West No Longer Knows Best? David Dowsett shares his thoughts on the mindset shift investors need in order to benefit from the next 30 years of development in emerging markets, with Asia leading the way as the most significant investment

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Positioning for growth and opportunities

Positioning for growth and opportunities

🕔14:03, 2.Nov 2018

Asia Pacific core real estate discussion series Demand for core real estate in APAC will be supported by broad structural shifts related to secular trends and growing demand for income producing assets.

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Tapping into Asia’s rising middle classes

Tapping into Asia’s rising middle classes

🕔17:02, 1.Nov 2018

Investment Insights Asia’s middle class is growing in both size and spending power Companies with strong, trusted brands are well-placed to expand into these growing markets Innovative digital strategies boost the potential for further growth into lower tier cities

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Lessons from Japan’s trade war (1970-1990s)

Lessons from Japan’s trade war (1970-1990s)

🕔01:02, 30.Oct 2018

Regional view – Asia So, with history seemingly repeating itself, China might want to consider Japan's experience in its poker game with the US. 

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Asia Pacific core real estate discussion series

Asia Pacific core real estate discussion series

🕔15:03, 25.Oct 2018

The big picture The epicenter of global growth is shifting towards APAC. With fundamentals taking over as the key driver of performance, Asia's growth premium is likely to underpin the region's outperformance in real estate. 

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The USDCNY’s unhappy marriage

The USDCNY’s unhappy marriage

🕔02:02, 23.Oct 2018

Regional view – Asia  Since the prospect of a US-China truce remains low at this point, we continue to urge investors to hedge their CNY exposure over the next 12 months. 

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Diversification is key

Diversification is key

🕔03:02, 16.Oct 2018

Regional view – Asia With tensions between the two sides likely eroding the confidence of consumers and entrepreneurs, investors should brace for greater market volatility ahead.

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Do politics affect Asian capital markets?

Do politics affect Asian capital markets?

🕔02:03, 9.Oct 2018

Regional view – Asia Fundamentals are far more important over the medium to longer term, although political uncertainty, combined with weaker economic conditions, tends to command a larger risk premium. 

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Within EM equities, Asia remains a positive story

Within EM equities, Asia remains a positive story

🕔05:00, 5.Oct 2018

Investment Monthly There has been a clear loss of economic growth momentum in EM countries this year. However, the deterioration has not been uniform across the EM space. Consequently, we now prefer to fulfil our EM equity exposure in Asia,

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Will Abe’s victory bump last?

Will Abe’s victory bump last?

🕔02:02, 2.Oct 2018

Regional view – Asia Three issues in particular stand out as likely deterrents to the return of foreign investors: the proposed VAT hike in October 2019, changes to Japan's constitution and the country's trade ties with the US. 

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What’s going on with Indonesia?

What’s going on with Indonesia?

🕔03:04, 25.Sep 2018

Regional view – Asia  So, while earnings have been robust and valuations are affordable, we expect Indonesia's equity market to remain range-bound in the near term. 

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A new headwind

A new headwind

🕔02:03, 18.Sep 2018

Regional view – Asia  While the Sino-US trade conflict will continue to dominate headlines in the coming months, investors should keep an eye out for any changes or updates to the new insurance law and taxes. 

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Innovation

Innovation

🕔15:03, 13.Sep 2018

An opinion about change | Demographics Small living appears to be making a big splash, but the growing interest in micro apartments and co-living is not just a matter of taste – broader structural forces are changing the way we

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