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
Asia
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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
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Evelyn Partners MPS enters position in Baillie Gifford Emerging Markets Leading Companies
Positioned highest risk model for the potential of an improved market outlook in Asia and emerging markets
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A Letter From… Fund Selector Asia: Chinese equities still floundering
Fund Selector Asia’s Rupert Walker reports on-the-ground views from Hong Kong
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Abrdn Asia Focus manager Young to retire at the end of 2023
Bringing 43 year investment career to a close
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Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
