In Focus
Asian markets analysis for Australian advisers, covering China, Japan, India, and emerging Asia investment themes.
'Golden age" for quant in China
“We all think we know China, but you won’t think of China the same way after this presentation” explained James Dunn, host of The Inside...
China lockdowns hit sharemarket, materials, energy slump, EML tanks
News that Beijing was set to follow Shanghai into massive lockdowns to avert the threat of Omicron sent global share markets into a shockwave in this shortened...
China fund launches amid surge in Hang Seng
MA Financial, previously known as Moelis, has announced the expansion of its investment suite, pivoting its asset management business into the Chinese market....
Is India the beneficiary from Russia-China concerns?
Since Covid-19, Australia’s relationship with China has all but soured, with trade relations between the two countries grinding to a halt, except for...
abrdn doubles-down on China shares, flags inflation peak
Gerry Fowler, investment director of multi-asset strategies at abrdn, says everyone will have experienced inflation in some shape or form by now; be it energy...
China's oldest equity manager launches in Australia
The smart money appears to be snapping-up Chinese onshore stocks despite the recent debt-ridden Evergrande crisis and its potential to affect markets. Investor...
"Jury is still out" on China returning to economic leadership
Anyone shopping for basic goods or reading the papers in recent months has likely had more than enough of the “supply chain issues” that many...
China charting the course to carbon neutrality
China is far and away the world’s largest carbon dioxide emitter, accounting for close to 30% of global carbon emissions, according to the International...
BlackRock tilts towards China ahead of a recovery in 2022
And just like that, the year is almost over. As 2021 comes to an end, there’s a lot to celebrate, both good and bad. The pandemic is largely behind us,...
Why Blackrock is bullish on China
Listening to a podcast this week, it was eye-opening to hear an alternate view to the current simplistic views being espoused about markets being...
Ignore China at your peril
Global investment manager Capital Group has a long history dealing in emerging markets, having covered the sector since the early 1990s. Since then, emerging...