In Focus
Asian markets analysis for Australian advisers, covering China, Japan, India, and emerging Asia investment themes.
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...
Asia, small caps poised to benefit in changing market environment
Shifting market dynamics mean some of the investment themes that worked in recent years are set to give way to new opportunities. Man Group's Andrew Swan and...
China on a bull run, but can it last?
Markets have moved sharply to reprice Chinese assets upwards after the world's second-largest economy signalled its reopening. However, some doubt the...
Market mulls mixed China data
A better-than-expected performance by China’s economy in the December quarter was not enough to inspire the Australian stock market on Tuesday, perhaps...
'China's goal is not to kill capitalism': Foord embraces tidal shift on Asia
While the market is broadly underweight China, South African-based Foord Asset Management is confident that President Xi Jinping's economic plan for the...
China's economy faces bumpy path before 2023 rebound
The Chinese government's announcement of less onerous isolation guidelines prompted markets to rally in anticipating of a move away from zero-COVID policies....
Why China is ahead in the cycle
China is a little ahead of the US in the current re-pricing of global equities. That, coupled with western geopolitical concerns, has presented a new round of...
As lockdowns end, China, Asia opportunities emerge
News that two major Chinese cities are finally emerging from their COVID-19 lockdown slumber has once again highlighted the huge opportunity set available in...
China: Separating myth from reality
Here, I focus on five myths about China's economy and its financial system. In offering more realistic assessments, my hope is to help investors better judge...