Stabilising economic and corporate earnings growth, improving macro stability and overall accommodative local macro policies have provided a positive anchor for Asia ex Japan assets in the face of elevated global and developed market growth, policy and...
Liontrust manager Carolyn Chan examines the investment case for Thailand, which is a significant overweight in the group's Asia Income fund.
Brexit has reversed the traditional perception of risk. Asian equities used to be considered a risky asset class compared with UK and EU equities. With heightened political and economic uncertainty in Europe, Asian equities now look like a safer option....
The ASEAN region is a relatively unloved one at the moment due to a host of factors, including an investor preference for North Asia and weak domestic earnings.
Despite the soaring performance of China's domestic stock markets over the last year, Asia remains the medium-term laggard. Paul Hilsley, manager of the L&G Asian Income trust, explores if forthcoming rate cuts and reforms on investment spending will...
The disparate performance of Pacific funds
China's anti-corruption measures are having the unintended effect of slowing corporate investment, and the drag on the economy will be bigger than expected, explains Martin Currie's Andrew Graham.
Fresh back from a trip to Asia, Mirabaud Asset Management's Daniel Tubbs takes a look at the political and macroeconomic positions of 'the Switzerland of Asia' - Singapore - and Thailand.