OverviewAuthor
The Investor’s Guide to Asia: The great tariff reshape
China has responded well to the US trade war. Other, domestically-focused economies, could fare even better.
Bigger in Japan
The BoJ presses on with rises in interest rates; the door is open for more.
Chart Room: History quick to repeat itself in Indonesia
Indonesian equities have bounced up and down this year. We’ve had the busts - should we expect a boom?
The Investor's Guide to China podcast: China's bond market
Catherine Yeung and Marty Dropkin tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.
Chart Room: Retail therapy for Japan’s ‘lowflation’ headache
The Bank of Japan has struggled to convince the public that inflation will stick. But recent data shows there could be a shift in consumers’ mentality.
Chart Room: Will the renminbi’s stable attraction woo Asian partners?
While the market traditionally focuses on the renminbi’s performance against the US dollar, we think its relationship with Asian peers deserves more attention.
Chart Room: Earnings, not valuations, will carry China’s rebounding markets forward
Improving corporate earnings are likely to take over from cheap valuations as the main driver in the next stage of the Chinese stock market's rebound.
Chart room: Japan is avoiding the worst of supply-side inflation
Chart room: Japan is avoiding the worst of supply-side inflation
The last of the doves: BoJ unlikely to change course anytime soon
The last of the doves: BoJ unlikely to change course anytime soon
The Investor's Guide to China podcast: Debt
With debt continuing to be a very strong focus for investors, it’s important to differentiate between good debt and bad debt.
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