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JGB yields climb, pressuring insurers
Rising JGB yields hit Japanese insurers’ bond portfolios, but the threat on solvency remains limited....
Indonesian equities attractive despite contrary market senti...
Indonesian equities remain attractive—even as sentiment and currency movements suggest otherwise, opines J O Hambro....
Japan’s Green Transformation plan – an overlooked opport...
Japan Green Transformation aims to mobilize $1tn for net-zero by 2050—yet global investors remain largely unaware of this bold climate str...
China equities outlook Q2/2025
China equities are on a rally, but can the outlook remain that bright?...
India equity market outlook Q2/2025
After a turbulent Q1 2025, India's equity outlook remains cautiously optimistic, backed by resilient fundamentals and strong long-term growt...
Asia – where to invest now?
Promising opportunities in Taiwan, Korea, India, and Australia, caution regarding China risks....