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
Asia
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Q&A with Fidelity’s Nitin Bajaj: Contrarian opportunities in Asia
The Fidelity Asian Values portfolio manager answers our questions
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Undervalued Forgotten Opportunities: Three UFOs for asset allocators
MGIM’s Matt Connor discusses unloved opportunities in the UK, Japan and among Asian small caps
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Square Mile: Asia Pacific ex Japan funds to watch
Square Mile’s Amaya Assan checks out the top performers and compelling newcomers
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Nikko AM’s Greaton: Nvidia and TSMC ‘best positioned to ride the AI boom’
Nikko Asset Management’s Timothy Greaton explains why AI is about to hit its ‘exponential growth’ phase
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Impax hires Asia fund manager
Manish Bishnoi joins in October
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What lies ahead? Predictions for the coming months
Asia small caps, energy, the Federal Reserve and deglobalisation are some of the areas touched on by industry experts in April
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Look beyond Asia for fertile EM opportunities
Barings’ Adnan El-Araby is turning away from Asia emerging markets to seek opportunity in the Middle East, Africa and eastern Europe, which he claims is a fertile hunting ground for growth
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Michael Sieg: Investing in European renewables like rearranging deck chairs on the Titanic
ThomasLloyd CEO says involvement of China and India will make or break action to combat climate change
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Capital Group names equities head for Europe and Asia
Katharine Dryer has worked at Jupiter and Blackrock
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What lies ahead for markets in the coming months?
Fixed income, Asian equities, ETFs and hedge funds are some of the areas touched on by industry experts in December
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Blackrock to close Asian equity fund
The strategy is no longer open to new investors, and will shut early in the new year