Uncovering the future winners in Asia
Massive structural changes are underway in Asia. Which industries will stay ahead of the game after the pandemic and how can investors maximise the compelling opportunities?
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EM corporate debt, Japan stocks gain favour as the cycle turns
EM corporate debt offers positive real yields while Japan stocks are increasingly attractive as a proxy for global growth. Moreover, Asia is set to benefit from the global upturn in the next phase of the cycle.
Unlocking hidden bond treasures in China’s onshore market
PineBridge Investments’ Asia ex Japan fixed income team, led by Arthur Lau, co-head of emerging markets fixed income and head of Asia ex Japan fixed income, explains why China’s $17.5 trillion onshore bond market can no longer be overlooked – and why navigating its unique features is key.
Three Trends in China That Could Bode Well for Asia Equity Investors
Beyond the pandemic and trade tensions, underlying developments in China may have transformative implications on companies in Asia and frame how investors look at Asian equities going forward, including up and coming small caps.
Uneven recovery creates dispersed opportunities in resilient Asian bond market
Asian US dollar bonds have not only withstood the worst of the Covid-19 volatility so far but have come out as attractive as ever – offering investors opportunities to pick value at various points of the yield curve.
In unsettled Asian markets, the beauty of volatility is opportunity
Elizabeth Soon, head of Asia ex-Japan equities, says unpredictable markets puts the focus on companies robust enough to survive the crisis and gain market share over the long term.
