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
China
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Morningstar: How likely are elections to impact markets?
As half the world heads to the polls, Nick Stanhope examines to what extend markets could react
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(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
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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