asia

Our Asia trip reaffirmed our long-term thesis, but U.S. tariffs and policy shifts have prompted changes to our investment strategy.

Warren Buffett... The icon of American capitalism; is now well into his twilight years. Can the same be said for the American economy?

There's a big wide investment world out there and Australia only makes up 2% of it. This series explores other investment regions.

Sustainable and predictable earnings, and wide moats. Which stocks fit the bill for abrdn's Sustainable Asian Opportunities Active ETF?

Price to Book Discount: The price to book ratio for Asia Ex-Japan equities has dropped to among the cheapest readings of the past 2 decades. Indeed, Asian equities...

"High Conviction" is bandied about a lot in the investing world. But how does one actually find stocks that fit the bill? For Fidelity’s Anthony Srom, in large part,...

China is undergoing a fundamental structural shift. It is moving away from an economy reliant upon low value manufacturing-based exports towards high value...

We’re going to be a little cheeky: before discussing Asian equity markets, we are going to examine the setup for global equities, in particular the US, which dominates...

Rising levels of education, entrepreneurship and wealth in Asia’s female population has fueled demand for luxury goods such as watches and jewellery. In the following...

Explosive growth in Asia’s middle-class is a structural trend offering compelling investment ideas. Shannon McConaghy, of VGI Partners, says over 1.5 billion people...

As Asia looks to add 1.5 billion people to its middle class over the next decade, there is an incredible opportunity for that group to influence which brands offer the...

When it comes to investing and markets, there's a necessity to talk about the averages. And in the context of 2021, no doubt you've seen multiple headlines declaring...

Value investors, including Charlie Munger, have been snapping up cheap shares in China in recent months. So is now the time to be greedy as fear levels rise? Angus...

Across the Asia-Pacific, FSSA Investment Managers has found growth potential in dominant consumer franchises, high quality financials and companies positioned to...

Bubble, bubble - toil or take profits? This week we heard from bubble spruikers and deniers alike and both posed solid arguments for you to peruse here. Certainly, the...

The lingering impact of COVID-19 varies by different regions in Asia. In China, domestic life has largely returned to normal. Restaurants, malls and even movie...

2020 was an important year for the technology industry in China. Covid-19 generally benefited the entire digital ecosystem. At the same time, consumer tastes and...

20 years ago, many Superannuation, Pension and Endowment Funds in Australia were running asset allocations of close to 40% to Australian Equities, exhibiting a case...

Names like George Soros, Howard Marks and Ashok Jacob are recognisable to most investors. Mary Manning has the unique experience of working inside the investment...

Escaping the trade wars that defined the end of 2019, Asian markets were met with yet another challenge in 2020 – COVID-19. Asian markets took the hit from COVID-19...