Market Updates
Market Outlook
2022 Mid-Year Outlook
Quarterly update – How to monitor stagflation?
2022 Market Outlook – How Asia drives Global economic growth
How to navigate the changing regulatory landscape in China?
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Market Insights
More Market Insights
- May 2022 Issue - China: Steadier growth needed to lift investor confidence
- May 2022 Issue - Cushion and complement with a low volatility strategy
- May 2022 Issue - Building resilience with Asian REITs and dividends
- May 2022 Issue - Japan is well positioned for long-term outperformance
- April 2022 Issue - Diversifying away from the USD in a multi-polar world
- April 2022 Issue - Harness the collective strength of ASEAN
- April 2022 Issue - Seizing the opportunities from China’s new growth narrative
- 1st Quarter 2022 Issue - Five Key themes over the 1st Quarter, 2022
- April 2022 Issue - Riding on India’s improving fundamentals
- March 2022 Issue - Impact of Russia-Ukraine conflict on Asian bond markets
- March 2022 Issue - Not all carbon emissions are equal
- March 2022 Issue - 2022 Market Outlook - Implications for Asia: Russia-Ukraine conflict
- February 2022 Issue - 2022 Market Outlook - Deriving value from Japan’s ESG potential
- February 2022 Issue - 2022 Market Outlook - Equity opportunities in a recovering Asia
- January 2022 Issue - Why it (sometimes) makes sense to hold on to distressed bonds
- January 2022 Issue - 2022 Market Outlook - China redefined
- January 2022 Issue - 2022 Market Outlook - Continuous disruption
- January 2022 Issue - 2022 Market Outlook: ESG accelerated
- January 2022 Issue - 2022 Market Outlook: Normalisation in motion
- January 2022 Issue - 2022 Market Outlook: Underappreciated Asia
- 4th Quarter 2021 Issue - Five Key themes over the 4th Quarter, 2021
- October 2021 Issue - Financing Asia's sustainable future
- October 2021 Issue - Asian High Yields: Where do we go from here?
- September 2021 Issue - Looking at ASEAN's post pandemic future
- September 2021 Issue - Effecting change via active stewardship
- 2nd Quarter 2021 Issue - Global markets have fully achieved economic recovery?
- Aug 2021 Issue - Achieving low carbon portfolios the quantitative way
- July 2021 Issue - Investing in Chinese tech companies through an ESG lens
- June 2021 Issue - Asian High Yields: Keep calm and carry on
- June 2021 Issue - China: Digitalisation hastens the healthtech boom
- June 2021 Issue - 2021 MID-YEAR OUTLOOK: Navigating an uneven recovery
- May 2021 Issue - China: 3 trends driving the food and beverage industry
- May 2021 Issue - Why you should not ignore Japan Inc.
- May 2021 Issue - China: Spotting niche opportunities in the electric vehicle industry
- April 2021 Issue - Why Asia offers the opportunity for ESG outperformance
- April 2021 Issue - Discerning value in Asian bond markets
- April 2021 Issue - China’s fast growing onshore corporate bonds offer opportunities
- March 2021 Issue - China: Navigating a policy driven market
- February 2021 Issue - China: Uncovering opportunities within the medical beauty industry
- January 2021 Issue - Asset Allocation
- January 2021 Issue - Equity
- January 2021 Issue - Fixed Income
- January 2021 Issue - Investment themes : China Technology and ESG
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