Opinions & Outlooks

Japan equities outlook

Japan equities outlook Q1/2025

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The outlook for Japanese equities remains positive but comes with some challenges in the near term.
Unmasking myths in Australia’s credit market

Unmasking myths in Australia’s credit market

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Recent developments make AUD credit a compelling opportunity for investors seeking additional diversification, argues QIC.
The drivers behind India’s private equity boom

The drivers behind India’s private equity boom

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India has become an important market for global private equity, but what has fuelled this growth?
Trump's trade tariffs a test for Asia’s credit markets_Below the Sky-Shutterstock.com

Trump’s trade tariffs: a test for Asia’s credit markets?

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Trump’s new tariffs may reshape Asia’s credit markets, but PineBridge sees resilience, with only 2.5% of issuers facing direct impact.
Why it might be time for a dedicated portfolio allocation to India

Why it might be time for a dedicated portfolio allocation to India

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A standalone allocation to India could enhance the risk-return profile of a global portfolio while providing greater opportunities for alpha.

Asian Market Insights

Exclusive news, analyses and opinion on Asian economies and financial markets