asia

Mary Manning

As a region, Asia represents one of the best long term structural growth stories in the world. I recently published a comprehensive article outlining our views on the outlook for Asian markets. Following a positive start to 2019 for Asian markets I've highlighted a few of the key points below: Show More

Mary Manning

Asian markets have begun trading again after the Chinese New Year break. Last year was a difficult year for Asia but the outlook for the Year of the Pig is decidedly different. The US Fed is becoming increasingly dovish, the US Sino trade war is de-escalating, China may announce monetary... Show More

Mary Manning

The positive trade outcome at the recent G20 meeting and dovish comments by US Federal Reserve Chairman Powell are both important catalysts for a rally in Asian markets into the year-end and early 2019. So for our Livewire Christmas Cracker, we are taking a look at a very attractive buying... Show More

Aberdeen Standard Investments

So far, 2018 has been a difficult year for emerging market (EM) assets, which in the last few months have fared significantly worse than their counterparts in developed markets. This has been due mainly to worldwide issues but also country-specific political uncertainty. Many investors are now asking if the sell-off... Show More

Property
Corrine Ng

Believe it or not, sheds and beds are the two places top commercial property investors would put their next dollar. Or, if recent transactions are any guide, their next billion dollars. Among the 200-plus property leaders gathered in Hong Kong for the annual Asia Pacific Real Estate Association conference, on this... Show More

Investment Theme

Catherine Yeung, Investment Director at Fidelity International, comments that clients often ask her what’s happening on the ground in China and whether the journey is actually intact? She answers this question in this presentation, concluding to say that: “It’s very hard to imagine not having a suitable allocation to the... Show More

Mary Manning

Asia is the fastest growing region in the world, with average GDP growth of 2 to 3 times that of Australia and other developed countries. Despite compelling growth and valuations, it is difficult for Australian investors to access Asian markets directly. Ellerston Asian Investments (ASX:EAI) offers an easy and efficient... Show More