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Asian Market Insights

Exclusive news, analyses and opinion on Asian economies and financial markets

Markets

How China’s role in the global supply chain is shifting

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Chinese companies are adapting to be still embedded in the relocated supply chains.

How Japan’s chip industry is working on its renaiss...

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TSMC and other tech giants are expanding their business or moving new production sites to Japan.

The pet economy in Asia is becoming big business

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As the market grows, it offers appealing investment prospects in premium pet products.

Partner Views

Insights

Why you shouldn’t overlook Japanese small-cap stocks

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Max Godwin, Portfolio Manager at Eastspring Investments, outlines the themes within the Japanese small-cap market that offer ...

Australia: overlooked and underrepresented in portfolios

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Jupiter Asset Management argues that Australia might be the most attractive developed market in the Asia-Pacific and maybe t ...

Is the Indian Small Cap party over?

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India has become an investor favourite over the past years and Small Caps in particular have risen sharply over the past yea ...

Investments

Investing in shipbuilding companies in South Korea

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In the world of shipbuilding, South Korea has firmly positioned itself as a global leader, driven by a strategic combination ...

Australian equity funds for portfolio diversification

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Despite current market uncertainties and volatility, investors may find Australian equity funds worth considering for portfo ...

China bond funds for portfolio diversification

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China’s onshore bond market has grown to the world’s second-largest after the US. It has a low correlation with other bo ...

Finding value in Asia’s technology sector

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We have compiled a list of three investment options within Asia's technology sector, featuring two mutual funds and an ETF.

Economies

Weakness in consumer confidence still a challenge for China

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While the first quarter GDP growth exceeded expectations, consumer confidence in China remains weak, and the year ahead rema ...

After elections in South Korea: major policy shifts unlikely

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Analysts are now discussing whether the DP victory will impact the Value-up programme, which was initiated to boost South Ko ...

From stable to negative: Fitch warns of China’s growing debt

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Fitch believes that fiscal policy will play a crucial role in bolstering growth in the upcoming years, potentially leading t ...