Overview
Asia’s new bubble: Finding value in India’s IPO boom
Mumbai has overtaken Hong Kong as Asia's centre for IPOs. While India’s listing boom appears frothy, we still think there are smart investments to be made.
Embracing the ‘Korea discount’
South Korea’s bid to reform its stock market has been met with scepticism, but we see the initiative as a free call option in an already attractive market.
Optimism balloons from Japan’s reflating economy
Japan leads the world on bullish sentiment in this year’s Analyst Survey as its economy enters a reflating stage unique among developed nations.
Why net zero could be the unlikely answer to Japan’s cross-shareholdings woe
Japan’s push to enhance emissions disclosures has become ensnared in its efforts to reduce cross-shareholdings and may accelerate their unwinding.
India’s hopes for solar dominance dimmed but not extinguished
Two years after setting 2030 solar targets, India is falling behind schedule, but a robust economy and thirst for energy will continue to fuel its solar boom.
Axing the ‘ex-Japan’: a new era for Japanese bonds
Tailwinds from index reform to rate-hike expectations are lifting Japan's bond market from the doldrums, breathing new life into what was a dull backwater.
Japan’s reflating economy is kindling new hopes
Following decades of price stagnation and declines, Japan’s push to bring back “good inflation” is finally bearing fruit. But how sustainable is it?
Selling like hot chilli crab: a look at Singapore’s local bond boom
While debt issuance has slowed around the world, the Singapore dollar bond market is in a pocket of growth driven by policy tailwinds and an influx of funds.
China + 1 = ASEAN: A winning formula
A pandemic, a war and geopolitical tensions have caused global firms to rethink their supply chains, and many are eyeing the ASEAN region.
How China aims to unlock more value from state firms
In a new reform push, China’s policymakers are nudging state-owned companies to boost shareholder returns and capital efficiency.
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