asia

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...