In Focus
Asian markets analysis for Australian advisers, covering China, Japan, India, and emerging Asia investment themes.
China ramps up its campaign for self-sufficiency
Australia is facing yet another round of export bans after Chinese authorities knocked back tonnes of lobsters, timber from Queensland, and barley from a...
With diversification: the future is east
Despite being Australia’s most important trading partner and closest neighbour, Asia remains largely undiscovered and under-appreciated by Australian...
Backing Buffett's Big Japan Bet
It seems as if Japan does not get a lot of respect from external investors, for good reasons. The Nikkei index appears to disprove the theory that the...
Specialist Asian equity strategy hiring for growth
Benchmark-beating Stonehorn Global Partners, a specialist Asian equity team of ex-Macquarie personnel, has expanded its Australian team after a $300 million...
6 stocks that benefit from a US-led conflict in the South China Sea
The South China Sea conflict has largely been a case of 'failure to act' whilst the law of the sea has been flouted. China continues to exert military control...
The greening of China
I recently returned from a research trip to China and was struck by how seriously environmental issues are now being taken by government and town planners. As...