Asia-Pacific

Investment Insights by our experts and thought leaders

Australian equity monthly - September 2020

The S&P/ASX 200 Accumulation Index returned -3.7% during the month. Australian equities lagged most developed markets during the month, as most markets took a breather in September.

Japan Equity Monthly - September 2020

Yoshihide Suga, Japan’s new prime minister, is widely expected to retain his predecessor’s fiscal and monetary policies known as “Abenomics”.

Global Investment Committee Outlook: A new regime ahead

Clearly, it remains difficult to predict events in this volatile environment, but in the interest of our clients, we do our best and fortunately this time, we had virtually unanimous agreement on a similar scenario as in June, both politically and economically.

ASEAN equities: Uncovering opportunities in uncertain times

The price bifurcation of ASEAN equities this year caused by the COVID-19 pandemic is creating ample stock-picking opportunities for long-term investors. Read on to find out which markets and sectors in the ASEAN region that we have the highest conviction in.

Asian equity monthly – August 2020

Asian stocks posted gains for the third consecutive month, boosted by positive COVID-19 vaccine developments around the world, the persistently weak US dollar (USD) and resilient Chinese economic data.

Suga - Likely the most pro-Third Arrow reform PM in Japan’s history

Despite major improvements over the last two decades, some critics will always doubt the progress of economic reform in Japan.

SugAbe-nomics

It does not seem that there are enough differences between Abenomics and the proposed economic policies of likely new Prime Minister Suga to justify the completely new portmanteau “Suganomics,” as a few analysts have suggested.

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