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Home Authors Posts by Thomas Schalow

Thomas Schalow

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Gründer und CEO von AsiaFundManagers.com. Schreibt über Investieren in Asien, Asienfonds und asiatische Wirtschaft.
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Chinesische Technologieaktien – mehr als Alibaba

Warum dominieren chinesische Technologieaktien wie Alibaba und Tencent die Portfolios vieler asiatischer Strategien? Und welche anderen Unte...
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ASEAN economies will recover strongly

ASEAN countries during Covid-19 - who manages well through the crisis? Where are the effects most severe? We talked to Robert St. Clair, str...
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Finding value in Indian stocks

Vipul Mehta, Head of Investment APxJ, Nomura Asset Management, about the outlook for India's economy, the Indian stock market and where inve...
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How to Invest in the Megatrend Asian Consumption?

Consumers in Asia are a key growth driver for the region and will help shape the future of global consumption, creating attractive investmen...
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Japanese Stocks: low valuations, high net cash

The recovery of Japanese stocks after the slump in March was a little quicker than expected, says Daisuke Nomoto, Head of Japanese Equities,...

Japanische Aktien: niedrige Bewertungen, hohe Liquidität

Die Erholung japanischer Aktien nach dem Einbruch im März verlief schneller als erwartet, sagt Daisuke Nomoto, Head of Japanese Equities, C...
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