We have seen Asian markets succumb to panic selling over the past few weeks, as investors remained on the edge over the covid-19 crisis. The sell-off came despite a “whatever it takes” stimulus stance from…
The elephant in the room: Can the Thai markets continue their strength?
The Thai market has been strong for the year to date, in spite of a number of political and economic challenges. Can it make progress from here? The transition to crown prince, Maha Vajiralongkorn, has…
Infographic: Asian Growth is Double the Developed World
An infographic that explains why Asian growth exceeds the developed world.
Protected: Why aren’t markets more worried about North Korea? For Professional Investors Only
This piece is built upon Eric’s discussion about the complex nature of asset price determination at his own blog at philosophyofmoney.net earlier this week. Here is a chart of the South Korean and US stock markets so…
The Asian Financial Crisis 20 years on
In the four years between 1993 and 1996 the tiger economies of Asia led the world in terms of gross domestic product (GDP) growth and stock market returns as foreign and local investors piled in…
Alex Crooke on Japan: Value released from corporate change
The Bankers Investment Trust contains a broad mix of global equity stocks. We aim for a blend of small, medium, and large-sized firms, seeking those with strong and rising dividends as well as those with…
India: Asia’s growth engine
Is India on the road to realising its economic potential? India's economic growth rate has overtaken China's. Is it finally on the cusp of realising its economic potential? India’s economy is growing faster than…
China Calling
A guide to the breathtaking rise of mobile and internet companies in China and the investment opportunities they offer. Accelerating growth, evolving technology and huge end user demand make telecoms and the internet key…
Stock market reforms drive index reclassifications (or vice versa?)
WE EXAMINE THIS QUESTION WITHIN THE CONTEXT OF ASIAN MARKETS. Passive investment management, where investors typically buy an exchange traded fund (“ETF”) that tracks a market-weighted index, has grown in popularity over the last decade. …
As the West Ages, Asia Grows For Professional Investors Only
Our clients and investment professionals recently met in Berlin for our annual AllianzGI Asia Conference. Here are some of the highlights from two days of discussions and events, which provided our guests with a host…
Japan: Designed for a globalising world
Japanese markets are currently showing strength, but have been vulnerable to shifts in global investor sentiment The Japanese economy is showing strength, and corporate earnings are improving, which has not been reflected in valuations Picking…
Asia: It’s the consumer
- Asia looked vulnerable in the wake of Donald Trump’s victory, but to date his impact has been limited - The growth of the consumer has been a far more exciting part of the Asian…
A tale of two Asias
By Cherry Reynard. There are two Asias: One buoyed by economic development, consumer spending and technological innovation; the other vulnerable to increasing US protectionism and a strong dollar While our focus is on companies rather…
India: The Giant Awakens
This is indeed India! The land of dreams and romance, of fabulous wealth and fabulous poverty, of splendour and rags, of palaces and hovels, of famine and pestilence, of genii and giants and Aladdin lamps,…
China: finding the next growth engine
The Chinese economy is likely to be subdued over the medium term, but pockets of growth and potential remain. Nicholas Yeo, Head of Equities, China and Hong Kong, explains.
Welcome to Asia in 2030 (video)
Think long term. Think Asia. Watch the video below to find out why you should consider investing in Asia.
Undiscovered gems
Thailand’s political situation may have attracted more headlines than its stock market in recent years, but the turmoil in government obscures the encouraging prospects for its corporate sector. Thai companies have shown themselves capable of…
Aberdeen Asian Income Fund Limited
Asia: fertile ground for income seekers The world economy is subject to increasingly uncertainty: There are concerns over the oil price, over global growth, over the likely impact of a US rate hike. Political tensions…
The Bank of Japan Finds Itself in a Dark Corner
The main event of last week was the failure by the Bank of Japan to introduce new stimulus (having led or allowed the market to believe they would), and the resulting sell off in the…