Asia-Pacific

Investment Insights by our experts and thought leaders

Japan’s “Show Me the Money” Corporate Governance

The implications of a surprising decline in non-manufacturers’ profit margin.

Canada and Australia are not the same

From an economic perspective Canada and Australia share some common features, but we would caution that the performance of the two economies is substantially different than generalisations would suggest.

Japan Equity Monthly - November 2017

The Japanese equity market rose in October, with the TOPIX (w/dividends) climbing 5.45% and the Nikkei 225 (w/dividends) rising 8.16%.

Asian Equity Monthly Outlook - November 2017

The MSCI AC Asia ex Japan (AxJ) Index returned 4.7% in USD terms in October, outperforming the MSCI World Index which returned 1.9%.

Asian Fixed Income Monthly Outlook - November 2017

US Treasuries (USTs) fell in October, as prospects of higher growth and inflation increased after the US Senate approved the Republican-backed budget for 2018.

New Zealand's New Centre-Left Government Makes for Uncertain Times

Just as politics in other developed countries have recently taken on a more populist and/or anti-capitalist tone, so too has New Zealand’s.

Abe’s New Bull Market in Equities and Home Values

The Case for Abenomics and global reflation leading to a TOPIX level of 2500 in two years’ time.

Japan Equity Monthly - October 2017

The Japanese equity market moved upwards in September, with the TOPIX (w/dividends) climbing 4.34% on-month and the Nikkei 225 (w/dividends) rising 4.28%.

Asia High Grade Credit – A better European approach to Emerging Market Debt

A separate allocation to Asia IG offers European investors a way to mitigate risk within their EMD exposure.

Asian Fixed Income Monthly Outlook - October 2017

US Treasuries declined in September, prompted by the possibility of a rate hike by the Federal Reserve in December and Trump's tax reform bill being passed by Congress.

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