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Podcast
37 min listen
The Investor's Guide to China podcast: The bull vs bear debate
Is China a treasure trove or a value trap? In this episode, we attempt to answer this question through a head-to-head bull versus bear debate.
Article
1 min read
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.
Podcast
31 min listen
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.
Article
8 min read
Longer cycle, shorter horizons: Governance at the end of the cycle
Why extra scrutiny of corporate governance, especially capital deployment decisions, is necessary towards the end of the cycle.
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