Investment strategy

Jul 05, 2019

Our panel of experts discusses driving higher ESG asset allocation in Asia, growing calls to address the global climate crisis and the importance of governance. Chaired by Romil Patel in Hong Kong.

Jul 05, 2019

Shibuya_TokyoAfter 30 years of the Heisei era in Japan, May 2019 brought a new emperor and the start of the Reiwa era, writes Katsunori Ogawa, chief portfolio manager of the Sakigake strategy at Sumi Trust.

Jul 05, 2019

Paolo_BrignardelloEnsuring data quality as part of holistic information management is the foundation of industry-wide value creation and innovation. By Paolo Brignardello – head, product management and marketing, Fundsquare.

Jul 05, 2019

DandelionAmid a flurry of global challenges – from the US-China trade war to Brexit and major elections across Asia – Investors share their views and navigation strategies on India, Singapore and South Korea.

Jul 05, 2019

The_Great_Chinese_WallGiven that China’s a global behemoth, its A-shares market deserves more attention, writes Nick Samuels, head of manager research at Redington.

Jul 04, 2019

Shinjuku_TokyoMost of the media and investment community are ignoring an important development in the world’s second-largest stock market and developed economy, says John Vail, chief global strategist at Nikko Asset Management.

Jul 04, 2019

ShanghaiMore than ever, China’s markets are opening up to foreigners. Romil Patel looks at how this is working in practice.

Jul 04, 2019

Eurozone_stocksMario Draghi has been doing “whatever it takes” to save the euro. But managing eurozone equities is still a difficult task. World-leading companies in some sectors can help, finds Nick Fitzpatrick.

Jul 02, 2019

Global_riseT. Rowe Price’s senior investment leaders say they have a cautiously positive outlook on global economies and financial markets heading into the second half of the year.

Jul 02, 2019

Handshake_contractHong Kong-based insurer FWD Group has struck a $3 billion deal to acquire SCB Life Assurance from Thailand’s largest lender, Siam Commercial Bank (SCB).

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Executive Interviews

Interview: Asia’s sweet spots

Jul 05, 2019

As the US-China trade war ramps up with a hike in levies, Tai Hui, chief market strategist for Asia-Pacific at JP Morgan Asset Management, tells Romil Patel where he identifies investment value.

Interview: Money needs a place to go

Mar 11, 2019

Peng Fei, chief investment officer at Wanwei Asset Management, tells Romil Patel about allocating capital across risk factors when asset performance is uncertain and unpredictable.

Roundtables

ESG roundtable: Are the ESG stars aligning across Asia?

Jul 05, 2019

Our panel of experts discusses driving higher ESG asset allocation in Asia, growing calls to address the global climate crisis and the importance of governance. Chaired by Romil Patel in Hong Kong.

Singapore roundtable: A money magnet

Mar 11, 2019

Our panel discussed why the Singapore Variable Capital Company makes them bullish, what gives the onshore jurisdiction an offshore feel and “blood on the streets” from China’s slowdown. Chaired by Romil Patel in Singapore.