China repriced: trade shifts, sector surges and a new growth model
Tariff fears have faded, but the real story is China’s economic pivot and sharply diverging sector performance. As trade realigns and policy drives...
From uncertainty to control: How Japan’s election reshapes risk
Perhaps the landslide victory for Japan's Liberal Democratic Party (LDP) will move the nation from being a tactical trade to a core strategic allocation.
Strategic realignment and innovation: Investing in China toward 2030
As the world contends with a new era of geopolitical recalibration and economic divergence, China’s evolving strategic posture presents both an opportunity...
Asia’s next chapter: How advisers should position capital for structural shifts
Understanding how to 'play' Asia revolves around grasping the continent's social and structural undercurrents, Fidelity's Peiqian Liu told The Inside Network's...
Why APAC requires a holistic approach: Franklin Templeton
The Asia-Pacific region looks even more attractive to global equity investors in the era of Trump 2.0 that is being defined by policy uncertainties,...
Approaching emerging markets: A regional Asia focus, or a broader reach?
Emerging markets remain one of the most inefficient and diverse segments of global equities.
Is China the ugly duckling you should invest in right now?
Investors may have settled into an Anything But China mantra, and they may have good reason, but for calculated risk takers there may be a different case to...
Ongoing economic concerns present golden opportunity in Chinese market: Pzena
It's been one of the most disappointing regions in the world in terms of performance, but Pzena Investment Management thinks China’s bombed-out equity market...
Diversification unlocking the unique appeal of Asian equities
Asian market equities stand out as a beacon for growth-oriented investors, propelled by the region's rapid technological advancements, robust economic...
Forget recession: Japan didn't get the memo
Far from entering a recession, the Japanese stock market is off on a tear. For investors looking to belatedly enter the market, however, pocket of opportunity...
A starter for yen: Ruffer
The Bank of Japan has been marching to a different beat than other central banks. While the Federal Reserve, ECB and Bank of England hurried to ramp up rates...