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Asia

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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Asset Allocation Outlook

How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views. For professional, institutional or accredited investors only. Capital at risk.

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4 min
Article
2026-07-18
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Japan’s banking sector outlook: Alpha up ahead?

Olivia Hurley and Rie Kimoto explore Japan's banking sector, highlighting regional banks' undervaluation and M&A opportunities driven by regulatory changes and demographic shifts.

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4 min
Article
2026-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

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2 min
Article
2025-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Asia’s evolving venture capital market

What's next for Asian venture capital? After a decade of growth, we explore key questions and best practices for VC investors and private companies in the region.

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6 min
Article
2025-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Will proposed corporate governance reforms help to narrow the “Korea discount”?

Could South Korea's Corporate Value-up Program help to narrow the so-called “Korea discount” and build on the momentum gathering pace elsewhere across Asia to improve corporate governance and shareholder returns?

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Quick Take
2025-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Full speed ahead: China’s race to implement AI

Our experts examine market implications of China's AI expedition.

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Quick Take
2024-11-29
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Three themes (and what they mean) for income investors

With several macro crosscurrents at play, Portfolio Manager Peter Wilke suggests that income-oriented investors not lose sight of the “big picture” in their quest for yield.

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Article
2024-09-15
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Reasons for optimism about Indian equities

Our experts explain why, despite criticisms that Indian equities trade at higher valuations today than they have historically, they may have the potential to help drive total returns over time.

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Quick Take
2024-08-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.