Is China exporting inflation to emerging markets?
Newton Investment Management talks about China's changing economy and its role in tackling the inflation in emerging markets....
Asia fixed income poised for favourable times ahead?
Allianz GI highlights the fundamental resilience of the Asian fixed income market based on the region's growth and fiscal policies. ...
Why investors should separate China from emerging markets
There are ample stock picking opportunities within emerging markets without China to continue generating excess returns, says Invesco....
China Year of the Dragon – what investors should expec...
As China gears up for the Year of the Dragon, asset managers discuss the course of the economy and key investment opportunities over the lon...
Mapping the impact of energy transition in Asia
HSBC AM points to Asia's challenge of balancing its growth and decarbonisation goals, and discusses impact of this transition on the economi...
Uncovering alpha investment opportunities in China
UBS Asset Management highlights various opportunities within China's economy for investors to consider in 2024. ...