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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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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,...

China bond fund: China’s bond market becomes investabl...

The Chinese bond market is opening up. What are the prospects for investors? More in our China Bond Special....
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China A-Shares: earnings growth in 2021?

The outlook for profits in China is positive, says Luke Barrs, Goldman Sachs Asset Management. Estimates of earnings growth for China A-shar...
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China stocks: higher valuations for quality shares

Given the global uncertainty in growth, and China’s own uncertainty, what structural investment opportunities are still available in China...
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