In Focus
Asian markets analysis for Australian advisers, covering China, Japan, India, and emerging Asia investment themes.
From uncertainty to control: How Japan’s election reshapes risk
Perhaps the landslide victory for Japan's Liberal Democratic Party (LDP) will move the nation from being a tactical trade to a core strategic allocation.
Strategic realignment and innovation: Investing in China toward 2030
As the world contends with a new era of geopolitical recalibration and economic divergence, China’s evolving strategic posture presents both an opportunity...
Asia’s infrastructure opportunity: Defensive, diversified and decisively long-term
Asian infrastructure should not be approached as a macro bet on Asia; instead, Tribeca thinks of it as a mosaic of local insights applied with global...
Asia’s next chapter: How advisers should position capital for structural shifts
Understanding how to 'play' Asia revolves around grasping the continent's social and structural undercurrents, Fidelity's Peiqian Liu told The Inside Network's...
Why APAC requires a holistic approach: Franklin Templeton
The Asia-Pacific region looks even more attractive to global equity investors in the era of Trump 2.0 that is being defined by policy uncertainties,...
Is China the ugly duckling you should invest in right now?
Investors may have settled into an Anything But China mantra, and they may have good reason, but for calculated risk takers there may be a different case to...
How Pzena is ‘picking up gems’ from the China wreckage
Valuations are so high in India that people need to have “completely given up hope” before Pzena wades in and makes an investment. It’s shopping in China...
Ongoing economic concerns present golden opportunity in Chinese market: Pzena
It's been one of the most disappointing regions in the world in terms of performance, but Pzena Investment Management thinks China’s bombed-out equity market...
Forget recession: Japan didn't get the memo
Far from entering a recession, the Japanese stock market is off on a tear. For investors looking to belatedly enter the market, however, pocket of opportunity...
A starter for yen: Ruffer
The Bank of Japan has been marching to a different beat than other central banks. While the Federal Reserve, ECB and Bank of England hurried to ramp up rates...
India remains pricey, but potential growth remains: Mason Stevens
India's booming population has many considering whether and how to get exposure to its market, despite its year-to-date underperformance. While it may not be...