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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.
Why equity investors are rediscovering Japan
Global investors under-allocated to Japanese stocks risk missing out on big improvements in corporate earnings yields and capital returns.
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.
Japan’s stock market reform gathers steam
The Tokyo Stock Exchange is taking steps in the right direction on some long overdue reforms, but more still needs to be done.
Waiting for the sequel: Japan’s stock exchange reforms
A highly anticipated round of reform at the Tokyo exchange has left many questions unanswered, but rising ESG awareness shines a light on the way forward.
ESGenius: Boosting board independence in Japan
Regulatory reforms have created new opportunities for active shareholders to engage with Japanese companies on key governance issues like board independence.
China tiptoes down easing street with rate reform
While the Fed and ECB are signaling more rate cuts and quantitative easing to come, China’s central bank has been taking a more cautious approach.
‘Yellow vest’ reforms to give a strong boost to French consumers
Purchasing power will record the strongest growth in 2019 since the financial crisis, probably at levels above 2 per cent year on year.
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