Investment strategy

Sep 06, 2013

ArrowsWith the first arrows of prime minister Shinzo Abe’s three-arrow policy fired, Osamu Kikuchi at Tokio Marine Asset Management discusses whether this will really lead to a revival in the Japanese economy.

Sep 06, 2013

SceneryThe abundance of certain crops in Brazil means there is nowhere to put it all. Andrew Short considers the investment opportunity in storage.

Sep 06, 2013

BooksWith emerging market star Brazil set for slower growth fund managers will have to dig deeper to keep the Latin American growth story on tract, finds Nick Fitzpatrick.

Sep 06, 2013

Private jetThe Brazil hedge fund industry has seen many launches in recent years, but is now on a plateau. The recovery in wealth management globally may help drive the industry, says Nick Fitzpatrick.

Sep 06, 2013

RoadWith asset servicing largely dominated by domestic players at the local level, foreign asset servicers hope that investors will increase their overseas investment, finds Nicholas Pratt.

Jun 05, 2013

BanglesSingapore is expected to benefit as regulators clamp down on the flight of capital to other offshore financial centres, such as Switzerland, Luxembourg and the Caribbean. Stefanie Eschenbacher finds the growing number of wealthy people in emerging Asia may be an even more important growth driver.

Jun 05, 2013

28-29-John-LeeThe Hospital Authority Provident Fund Scheme of Hong Kong is now looking to real estate investment trusts and more local investments to beat inflation. Chairman John Lee talks to Stefanie Eschenbacher.

Jun 05, 2013

28-29-John-LeeThe Hospital Authority Provident Fund Scheme of Hong Kong is now looking to real estate investment trusts and more local investments to beat inflation. Chairman John Lee talks to Stefanie Eschenbacher.

Jun 05, 2013

Woman in bathtubNeither the much anticipated Qualified Domestic Limited Partner appears to be taking off, nor are foreign hedge fund managers allowed into the Qualified Foreign Institutional Investor scheme. Stefanie Eschenbacher finds out how hedge fund managers are finding at other ways to expand.

Jun 05, 2013

The share of long/short equity hedge funds in Asia has fallen as the market matures and investors increasingly seek strategies that are less correlated to underlying markets. Stefanie Eschenbacher looks at the numbers.

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Executive Interviews

INTERVIEW: ‘We have to improve ourselves’

Jul 17, 2017

Raising productivity is essential for Abenomics to succeed, says Mitsuhiro Yuasa, co-founder of Rheos Capital.

INTERVIEW: Cash-rich and hoping to grow

Mar 20, 2017

The chief executive of Value Partners has ambitious plans and $335 million to spend. George Mitton meets King Lun Au.

Roundtables

REAL ESTATE ROUNDTABLE: In search of a home

Jul 17, 2017

From Korean warehouses to Chinese hospitals, investors’ holding periods are growing in Asia. But in a market awash with liquidity, so is competition for assets. Our panel in Hong Kong discuss real estate investment.

ROUNDTABLE: More transparency, less certainty

Mar 20, 2017

Our panel discussed exchange-traded funds, regulatory overdrive and whether mutual fund recognition has been a failure. Chaired by George Mitton in Hong Kong.