(Another) new dawn in Japan?
With Japanese equities performing well over the past decade, managers argue it is unfair to suggest the country’s previous ‘new dawns’ didn’t play out
China
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Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
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Fixed income: Look before you leap
Should fixed income investors shun a ‘buy the market’ approach in favour of selective and targeted regional and credit selection?
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Capital Group: Is China still relevant in the global supply chain?
As globalisation regresses, Chau Nguyen explores China’s future on the global stage
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AllianzGI to operate as ‘wholly foreign-owned’ fund manager in mainland China
Receives go-ahead from China Securities Regulatory Commission
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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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Polar Capital: Is the China growth story over?
Chinese growth has slowed, but it is far from over, says Polar Capital’s Jerry Wu
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Robeco launches Emerging Markets ex-China Equities fund
Article 8 fund will invest in a portfolio of 60 to 80 stocks
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Premier Miton’s Rayner: Inflation and interest rate debate masks geopolitical headwinds
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
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Beneath the bonnet: The case for L’Oréal, Salesforce and LVMH
Three fund managers share stocks that are making a difference
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RBC Brewin Dolphin: Will the year of the dragon bring good fortune for China?
2024 is likely to be another uphill battle for China, writes Janet Mui
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Morningstar: Active managers find value in fixed income but passives still favoured
According to Morningstar’s latest Active/Passive Barometer report
