We have seen Asian markets succumb to panic selling over the past few weeks, as investors remained on the edge over the covid-19 crisis. The sell-off came despite a “whatever it takes” stimulus stance from…
A New Dawn for Asian markets
By James Thom, Investment Director, Aberdeen New Dawn Investment Trust PLC It is 30 years since the launch of the Aberdeen New Dawn Investment Trust PLC. Asia is both the same as, and fundamentally different…
Far East Income: Trade war, China’s debt ‘crisis’ and a global slowdown?
Mike Kerley, Fund Manager of Henderson Far East Income, explains why China might fair better than most in a global economic slowdown; and shares his thoughts on the Trust’s performance in 2018 and outlook for…
Thai elections: all change and no change
Thailand is to hold its first general election in seven years, bringing an end to the military dictatorship. All the candidates have a pro-business agenda, differentiating on personality rather than policies Thai economic growth remains…
Outlook for Asian equities – 2019: the good, the bad and the surprising
Our Asian equity specialists outline the major investment themes in Asia over the coming year. What opportunities are on your radar? We expect further development of the four powerful secular trends which are supporting Asian…
Focussing on long-term growth with smaller Asian companies
Asia is the dynamic growth region Many companies focused domestically, riding the mega trend of consumer consumption Greater growth potential than large cap This has been a challenging year for investors in Asian equities. Stock…
Asia, without the jitters
Asian markets have been volatile as fears over a trade war and economic weakness mount Thailand’s position as a regional hub has made it less vulnerable Upcoming elections are providing positive news flow By Adithep…
Japan: looking beyond the economy to its resilient companies
By Kwok Chern- Yeh, Senior Investment Manager, Aberdeen Japan Investment Trust PLC The Japanese stock market has been in a sweet spot but headwinds are mounting From robotics to healthcare, Japan has a number of…
Asia: the demographic dividend
By Adrian Lim, Investment Director, Edinburgh Dragon Trust plc Asia has a young, entrepreneurial and increasingly wealthy population This brings investment opportunities in areas such as healthcare and financial services As entrepreneurship declines in the…
Why Asian income stocks are different
Payouts from Chinese listed companies exceeded 1 Trillion Yuan for the first time in 2017, as companies paid out around a third of their profits. It is symptomatic of a dividend revolution in Asia, which…
Why picking winners matters in Asia
When markets are buoyant, active investing can seem old-fashioned. Why bother with all that research - looking at cash flow, monitoring sales growth, meeting management - when an index fund is giving you a good…
Asia: growth in the right places
The Asian growth story has been well told: economic growth rates are exciting; there is a nascent consumer boom, fuelling by a growing middle class; there is a growing culture of innovation and entrepreneurship. The…
Should trade tariffs matter to investors in Asia?
The threat of a trade war between the US and China has created considerable volatility in Asian markets in recent weeks. Investors fear that it poses a continued threat to the growth of Asian companies…
Was 2017 as good as it gets for Asian stock markets?
2017 was an exceptional year for Asian stock markets, but it has been a more turbulent ride since the start of 2018. From trade tariffs, to slowing global economic data, volatility has re-emerged and the…
Not just temples and beaches, why Thailand is a unique investment destination
Thailand is more often thought of as a holiday destination than a place to invest. However, if you can look beyond its beaches, it is the hub of a thriving regional economy, presenting real opportunities…
Why the Tiger economies are poised to pounce
Mike Kerley, Fund Manager of Henderson Far East Income Ltd and Director of Pan Asian Equities at Janus Henderson Investors discusses how local Asian companies are challenging multinational brands and driving growth across the region.…
Martin Currie Asia Unconstrained Trust Half Year Results 2017
Martin Currie Asia Unconstrained Trust has announced positive results for the six-month period ending 30 September 2017. Download PDF: AUT Interim report 2017
Letter From Japan
GEORGE PALMER HAS RECENTLY TRAVELLED TO JAPAN TO MEET COMPANIES THAT WE OWN AND MANY THAT WE DON'T. Due to some odd airline scheduling it is difficult to sleep on the way to Tokyo which…
A rising sun
The CC Japan Income & Growth Trust has been designed to identify exciting investment opportunities as the consensus behaviour in Japan evolves to a more consistent trend more easily comparable to those historically associated with…