Overview
Q2 Asia Investment Outlook: Port in a storm?
Subdued inflation and resilient growth should make Asia an attractive destination for investors in the coming months.
The upside of Japan’s digital cliff
A successful leap over Japan's so-called ‘digital cliff’ in 2025 would supercharge overdue upgrades - and growth at the most resilient IT service companies.
Nowhere like home for Asia’s new money
A Fidelity survey reveals Asia’s retail investors favour equities outside of the region ahead of anticipated Fed cuts. But Asia has just as much to offer.
Emboldened BOJ takes hawkish tilt
The Bank of Japan has set itself firmly on the path of further policy normalisation. But how far and fast it will go from here remains an open question.
The Investor's Guide to China podcast: The renminbi effect
In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi.
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.
The Investor's Guide to China podcast: Healthcare
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine.
Chart Room: Japan’s stock train leaves behind train stocks
Business is back on the rails for Japanese train companies, but their stock prices remain largely stuck in the Covid era.
Axing the ‘ex-Japan’: A new era for Japanese bonds
Tailwinds stretching from index reform to rate hikes are lifting Japan's bond market from the doldrums
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?
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