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Hong Kong (香港), Individual
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Insights Posts
Article
5 min
3 reasons to believe in Chinese equities
Macro Strategist Johnny Yu explores China's equity market resurgence, highlighting innovation, US-China relations, and policy shifts towards quality growth.
5 min
Article
2027-03-31
Article
5 min
JPY intervention: what makes it so important this time?
Fixed Income Portfolio Managers Sam Hogg and Ed Meyi and Investment Director Takashi Nakao explore what’s different about the unconfirmed but likely JPY intervention and why it matters for global investors.
5 min
Article
2027-02-25
Article
3 min
The power of Asia’s dividends
Discover Asia’s quality dividend potential. With diverse income sources, structural tailwinds, and governance reforms at play, Asia offers a compelling mix of income, resilience, and long-term growth potential.
3 min
Article
2026-12-31
Article
5 min
Practical portfolio considerations for a new economic age
Solutions Director Andrew Sharp Paul explores practical portfolio considerations for a new economic age, focusing on quality equities, discerning bonds, and local APAC opportunities.
5 min
Article
2026-12-31
Video
3 min
Rapid Fire Questions with Ross Dilkes
In this edition of “Rapid Fire Questions,” fixed income portfolio manager Ross Dilkes shares his views on the Asia credit market—covering the macro outlook, China’s momentum, the most compelling opportunities across the region, and key risks shaping the next 12 months.
3 min
Video
2026-11-29
Video
5 min
Rapid Fire Questions with Philip Brooks on Asian equities
In this edition of “Rapid Fire Questions,” Philip Brooks, investment director and equity strategist, answers key questions on Asian equities—exploring the structural drivers of the asset class, the traits of quality businesses, and the most compelling quality dividend opportunities today.
5 min
Video
2026-11-30
Article
4 min
China’s changing: Why you should be watching
Macro Strategist Johnny Yu discusses structural shifts in China impacting global investment dynamics. notably diminished importance of the property sector and collapse of imports.
4 min
Article
2026-08-31
Article
7 min
How China can offset the tariff shock
Macro Strategist Johnny Yu details the approaches Beijing could take to offset the tariff shock, from fiscal strategies to potential retaliatory measures to concessions that Washington may welcome.
7 min
Article
2026-04-15
Article
3 min
Japan’s tech sector: Time for a reboot?
Japan's semiconductor industry has revived global interest in Japan's tech ecosystem. But we believe the dynamism of Japan's tech sector today doesn't start and end with electronics and semiconductors.
3 min
Article
2025-09-30
Article
China’s economy: Poised to exceed expectations in 2023
With the bar set so low for China's economy, Macro Strategist Santiago Millan thinks it won't take much for an upside surprise in 2023.
Article
2023-12-31
Event replay
Three megatrends will transform Asia’s investment landscape over the coming year, concur Wellington’s strategist panel.
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Event replay
2023-03-31
Quick Take
China’s new antitrust, data privacy and cybersecurity regulations, combined with its education and real estate industry reforms, the continued impact of COVID-19 and rising geopolitical tensions, drove a tumultuous investment environment last year. The country’s numerous headline-grabbing changes spurred global concern given the philosophical shift towards “Common Prosperity” and the sheer scale and speed of policymaking.
Continue reading
Quick Take
2023-03-31
URL References
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