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India’s renewable bonds: Riding the green wave
India’s need to deliver more green power is likely to make its renewable energy sector a destination for global capital for years to come.
Winning the argument on sustainable investing in Asia
Growth in Asia’s sustainable assets has stalled in recent years. But as net-zero deadlines edge closer, the case for investing in those assets will strengthen.
India’s renewable bonds: Riding the green wave
India’s need to deliver more green power is likely to make its renewable energy sector a destination for global capital for years to come.
Chart Room: Japan Inc’s buyback spree
Share repurchases announced by Japanese companies are poised to hit a record high this year. More companies have also boosted dividend pay-outs.
2024 Q3 Asia Investment Outlook: Policy shifts give investors reasons for optimism
Stimulus and reforms that are addressing cyclical and structural issues should invigorate Asia’s markets.
Chart Room: Why China is doing more to heal property pains
An in-depth look at the first-quarter GDP figures sheds light on why the much-needed policy support comes now.
The quiet comeback of two of China’s battered sectors
As policymakers shift their attention to promoting growth, China's online gaming and tutoring sectors are returning to health - in two quite different ways.
Asian stocks enter the dividend age
While Asia has long been chiefly a growth story for investors, can government reforms unlock the value of dividend stocks in the region?
Asia high yield is not just China now
Worried by the risks of investing in Chinese bonds? The make-up of the Asian high yield debt market has changed.
Asian stocks enter the dividend age
China, Japan, and South Korea have expanded efforts to push companies for higher dividends. Can government reforms unlock the value of dividend stocks in Asia?
Chart Room: Why Chinese investors love ultra-long bonds
Chinese investors are hoping to lock in higher yields as the market ramps up bets that the PBoC will cut interest rates to support the economic recovery.
Will an older China unleash the potential for homegrown medical tech?
China's adverse demographic trend may bring rosy prospects to Chinese medical equipment makers, which are gaining market share from foreign rivals.
Chart Room: China’s fiscal policy will do the heavy lifting to pick up growth
Despite a surprise cut to banks’ reserve requirement ratios, it’s fiscal policy that’s likely to take the leading role in driving Chinese growth in 2024.
China: The fragile recovery continues
Economic stimulus and low borrowing costs are proving supportive to most Chinese companies. But sluggish demand is dampening management sentiment for 2024.
Chart Room: China’s booming panda bond market not so black and white
The panda bond market boomed in 2023. But the market still faces hurdles, including poor liquidity and competition from the offshore ‘dim sum’ bond market.
Chart Room: Why fixed-asset investment is on the move in China
Investment remains a major driver of China’s economy, but priorities are shifting from property to manufacturing.
China’s property market sparks to life with signs of recovery
Homebuyers are finally back in action in China. We see a rebound in sales activity in mega cities, although consumer confidence remains fickle.
How far can ‘revenge spending’ consumers carry China’s economic rebound?
Chinese consumers’ holiday shopping provided evidence of pent-up demand. With more policy support, consumers will set their sights on bigger ticket items.
A new golden age for China’s investment sector
China’s investment and wealth management industry is embracing a golden age. The onshore markets will remain an attractive long-term investment destination.
Are private savings the answer for China’s ageing masses?
China's new ‘third pillar’ private pension scheme could reshape both ordinary people’s retirement plans and the country's asset management industry.
Chart Room: China takes own path in a tightening world
China is bucking the trend towards higher interest rates, and the resulting yield divergence has huge implications for bond investors and currency markets.
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