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The Investor's Guide to China podcast: Asia's bright spots
Asia is at the heart of three megatrends that are transforming the global economy: artificial intelligence, the energy transition, and shifting supply chains.
The Investor's Guide to China podcast: Shareholder return
The story of China's economy has long been one of rapid growth. But investors are turning their attention to something more long-lasting: shareholder returns.
What investors should know about Asean’s ecommerce war
The ecommerce giants of Asean are largely mired in stiff competition and weak earnings. But we think their woes are just the growing pains of a young market.
The Investor's Guide to China podcast: China Consumer
China’s economic rebound hasn’t been as strong as many anticipated.
Why equity investors are rediscovering Japan
Global investors under-allocated to Japanese stocks risk missing out on big improvements in corporate earnings yields and capital returns.
The Investor's Guide to China podcast: Private Markets
So much of the investment conversation is dominated by companies that have already gone public. But it's not always just about listed companies.
What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors
What delisting Chinese ADRs from US exchanges does and doesn’t mean for investors
The Investor's Guide to China podcast: Regulation
How should investors look at a pick-up in regulatory activity that has affected some of China’s biggest and most dynamic companies?
Rich Pickings podcast: The real workhorse of Asia Pacific
"Emerging growth versus value orientation and corporate governance changes makes for a really attractive region," says portfolio manager Dale Nicholls.
The Investor's Guide to China podcast: Consumers
"Premiumisation and technology-driven innovative business models are two areas where growth potential is underestimated," says Portfolio Manager Hyomi Jie.
Valuations come to the fore in Hong Kong
Hong Kong equity valuations have been torpedoed by a slew of negative events, we see opportunities here for long-term investors.
The view from Hong Kong
Corporate China’s path as it emerges from economic lockdown may point the way for the rest of the world.
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