‘Worst case scenario’: Trump tariffs a hammer blow to Asian equities
China, Japan, India, Vietnam facing highest tariffs
Asia
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Morningstar: The value hotspots to watch as global markets shift
Promising opportunities are arising in Asia as global markets shift away from the US, writes Raymond Sham
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Asia sees the light on ESG
Fund managers say those Asian businesses forging ahead on sustainable investing are largely self-motivated rather than responding to governmental initiatives
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View from the top with PGIM’s Matt Shafer: Mission possible
PGIM’s head of international distribution is tasked with extending the US intermediary’s reach across Europe, the UK and Asia
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Franklin Templeton: Can China’s newly-bolstered growth be maintained?
With economists upping their GDP forecasts for China, Marcus Weyerer examines how effective new fiscal policy will be in revitalising growth
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Morningstar: Why Japan is encouraging M&A activity
Deal-making in Japan will create a far more dynamic market for the years to come, writes Daniel Haydon
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EFG: Modi’s vision for the Indian market over his next five-year term
His plans to bolster India’s manufacturing sector are debatable, writes Sam Jochim
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Four views: Mapping the frontier
Portfolio Adviser asks this month’s panel for their outlook on investing in frontier markets
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Three key factors that could ‘change the script’ for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle
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Robeco to launch range of transition investing strategies
Financing companies that make progress in sustainable development
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Fixed-term bond funds double net inflows and launch 284 new funds in 2023
Sector brought in €60bn in net flows
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Morningstar Wealth’s CIO: Is China broken?
Mike Coop asks whether having exposure to the region is still worthwhile