Opinions & Outlooks
Vietnam: investment potential more attractive than ever
Dragon Capital's white paper presents a compelling investment case for Vietnam as the "last dragon" of East Asia.
Asia Outlook 2025
Asia remains a promising yet challenging market, offering opportunities in equities and bonds.
Asia Bonds – the time is now
While challenges remain, there’s a strong argument for a dedicated asset allocation to Asian fixed income.
Why Asia Real Estate can act as a strategic diversifier
Without exposure to Asian real estate, KKR thinks investors are missing access to the most interesting real estate markets in the world.
Japan’s economy: a renewed optimism?
While Japan's near-term outlook is quite optimistic, there are huge challenges to the long-term outlook.