Asian Equities

China’s economy is in recession. The nation’s zero COVID-19 policy and property market woes have led to a collapse in growth. China’s authorities no longer even...

India's growth story over the last decade has been driven by rising consumption rather than investment. This was partly caused by the global financial crisis, when...

Ken Thompson, one of the earliest pioneers of computer science in the US, had a philosophy that now rings true across many industries. Make each program do one thing...

"Don't Fight The Fed(eral Reserve)" is a time-tested adage in financial markets. The short explanation is that investors should make decisions in concert with the...

ASEAN (the Association of Southeast Asian Nations) is an attractive opportunity that is largely overlooked by global investors at the moment. In the second part of a...

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...

The September 2021 quarter will go down as a difficult one for Asian equities. Dropping 9.3% in US dollar terms, the MSCI AC Asia ex-Japan Net Index USD experienced...

Increasing regulatory scrutiny is feeding uncertainty in the Chinese equity markets and has once again raised the question of whether the local Chinese equity market...

Volatility is nothing new for Asian markets, however the last few months have seen the substantial gains of the previous twelve months unwind, with uncertainty...

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...

Livewire Markets joins International Women's Day in celebrating the social, economic, cultural and political achievements of women. As part of our coverage, we're...

The US market (MSCI US Index) crushed EAFE (MSCI Europe, Australasia and Far East Index) again in 2020, gaining 21% versus the MSCI EAFE Index’s 8% gain. This is...

The term "Asian Century" entered common usage in the 1980s, as a way of describing the region's anticipated economic dominance in the 21st century. But with the Asian...

If you ask any investor to name some Asian equities, Tencent and Alibaba are likely to be at the top of a very short list. But despite the focus on these two tech...

In our previous Collection, our duo of Asian markets experts analysed the under-appreciated markets of Asia, besides China. In part two of this three-part Collection,...

It wasn’t that long ago that investing in Asia was a foreign concept to most investors. More recently, the rise of national champions like Alibaba, Tencent and...

In considering the Asian equity market, attention is automatically directed towards the continent's largest economy - China. And whilst China has attractive qualities,...

Over the past few months, sectors such as IT services, online entertainment, e-commerce, and health and wellness-related consumer products have performed well, showing...

Please join me and Sol Ahn, Co-Portfolio Manager of Mirae Asset Asia Great Consumer Equity Fund in a webinar on Tuesday 16 June 2020 at 12.30pm (AEST). We will be...

Following on from our latest article ‘5 themes worth backing this year’, we identified a number of themes & opportunities we are monitoring for 2020 and beyond. The...