Insights

Oct 27, 2023

Fund managers are monitoring the US’s recent ban on certain Chinese tech investments to assess their potential impact on investment strategies in the tech sector and China-related opportunities, reports Piyasi Mitra.

Jul 27, 2023

Trends, challenges, custody, Chinese, securities, emerging market, growth, opportunities, structural, reform, innovation, Peter GuyFast emerging market growth poses opportunities and challenges for structural reform and innovation, finds Peter Guy.

Apr 25, 2023

West, China, Investors, autocracy, Jerry Wu, fund manager, Polar CapitalInvestors should understand that autocracy has greater legitimacy in China than is appreciated, says Jerry Wu, a fund manager at Polar Capital.

Apr 06, 2023

Unruffled by worldly turmoil, India’s stock market continues to grow. Piyasi Mitra considers ETFs that offer access for European investors.

Feb 22, 2023

japan, social, economicJapan has several long-term social and economic challenges, and looking for companies that seek to address these can be a way to find firms with good fundamentals, writes Satoshi Marui from SuMi TRUST. 

Feb 21, 2023

As Japanese households and companies wake up to the return of inflation for the first time in 40 years, investors should be prepared, explains Adrian Hickey, head of Japanese equities, Pictet Asset Management.

Pages

Industry comments

Investing in tomorrow’s world

investmentAt times like these, HSBC Asset Management easily pivots towards emerging markets.

The spotlight on growth markets and the need to be nimble and dynamic is ever-sharper, given the difficulty in predicting monetary policy in the world’s major nations.

Sponsored feature: Navigating the complexities of FX execution and currency risk

A comprehensive, cost-effective, and transparent currency overlay hedging solution is crucial to mitigate FX exposure risks in the complex landscapes of Japan and China's FX markets, explains Hans Jacob Feder, PhD, global head of FX services at MUFG Investor Services.

Opinion

Asia credit: An outsized winner in the region’s energy transition?

Ross Dilkes, fixed income portfolio manager at Wellington Management, examines the opportunities and risks for bond investors presented by the region’s decarbonisation agenda.

A quiet revolution in Japan’s corporate governance

revolution, Japan, corporate governance, Shareholders, corporate, governance, standards, improvement, Tetsuro Takase, SuMi TrustShareholders in Japan no longer accept below-par corporate governance standards. Changes are taking place, but there are still areas for improvement, says Tetsuro Takase at SuMi Trust.

Why rising demand for healthcare is creating investment opportunities in China

rising demand, healthcare, investment, opportunities, China, Robert St Clair, Investment Strategy, Fullerton Fund ManagementRobert St Clair, head of investment strategy at Fullerton Fund Management, explores the reasons investors should be paying attention to the rising demand for healthcare in China.

Why take advantage of the recent dip in China’s internet sectors

advantage, China, internet, market, OctoberChina's internet market presents one of the most compelling long-term growth potentials for investors today, given the catalysts supporting the sector from both macro and fundamental perspectives, explains Dr Xiaolin Chen, head of international, KraneShares.

Executive Interviews

Executive interview: PGIM CEO on where the ESG flowers should bloom

Sep 27, 2021

David Hunt, president and chief executive of PGIM, tells Romil Patel about leading a top 10 global asset manager in times where “empowering and encouraging the kind of investment decisions as...

Executive interview: Nicolas Moreau’s orderly transition

Jul 12, 2021

Nicolas Moreau, CEO of HSBC Asset Management, is moving to Asia as the firm looks to connect more directly with the region’s growth story. ESG is also a key focus – including the ‘just’ carbon...

Roundtables

India: An “obvious choice for global investors”

Jun 22, 2023

Funds Europe, the sister publication of Funds Global Asia, hosted an India investment discussion with two seasoned experts and asked if India is the ‘last one standing’ from the Brics phenomenon. We also hear that for India, the inclusion of Indian bonds in a major index may not be the desired...

Roundtable: Singapore comes of age as an Asian ESG hub

Dec 01, 2021

Strong ESG credentials strengthen the case for Singapore as a leader in Asia of the post-Covid recovery. Our panel discusses the risks and opportunities.