Notes from the road: how Australia’s largest investors are eyeing the EM opportunity
In this Q&A, Ninety One’s Varun Laijawalla, co-Portfolio Manager of the Emerging Markets Equity Strategy, shares feedback from his trip to Australia.
Ninety One 24th Apr 2024
The Asian corporate sector
Asian stock market returns have been unexciting in recent years, held back by the region’s slow recovery from Covid, the relative weakness of China and also, the tough comparison set by the U...
Adviser-Hub 17th Oct 2023
Global real estate: targeting total return with Australian logistics
Find out why abrdn believe this market offers long-term income and growth opportunities.
abrdn Investments 9th Oct 2023
Responding to volatility in Asian markets
In spite of a stronger economic outlook, Asian equities have tracked the ups and downs of global financial markets for the year to date.
Adviser-Hub 5th Oct 2022
Asian stockmarkets: looking ahead
Asian stock markets have not escaped the volatility seen in financial markets since the start of the year. Many of the patterns have been the same: a preference for value over growth, a focus on highe...
Adviser-Hub 26th Sep 2022
Can Asia side-step the world’s economic problems?
Growth is in short supply across the world as inflationary pressures weigh on spending. However, Asian economies are not experiencing the downturn in the same way: inflationary pressures are lower and...
Adviser-Hub 22nd Sep 2022
Global update: Interest rates rise around the world
Markets were choppy during May as investors’ ongoing preoccupation over inflation was compounded by a raft of interest rate increases. The US Federal Reserve (Fed) raised its key interest rate by 50 b...
Adviser-Hub 6th Jun 2022
Asia Japan market review: Asia set to benefit from US stimulus
The Asia Pacific region is set to benefit from a stronger global recovery, according to S&P Global Ratings.
Adviser-Hub 20th Apr 2021
Asia Japan market review: Question-marks over Asia’s recovery
The IMF expects the Asia Pacific economy to shrink by 2.2% in 2020; nevertheless, the region is set to post a healthy recovery in 2021 with growth of 6.9%
Adviser-Hub 11th Nov 2020
Asia Japan market review: Australia tips into recession
As anticipated, Yoshihide Suga took office as Japan’s Prime Minister in September following the resignation of Shinzo Abe on the grounds of ill health. Mr Suga is widely expected to carry on with Mr A...
Adviser-Hub 14th Oct 2020
Asia Japan market review: Asian economies fall into recession
Investor sentiment in Australia received a blow from the government’s decision to put the state of Victoria into lockdown following a surge in Covid-19 infections.
Adviser-Hub 11th Aug 2020
Global update: The other “R” number … Recession
Early in July, investors were buoyed by news of progress in the development of coronavirus vaccines. However, as the month continued, optimism was tempered by a surge in infection rates in countries i...
Asia Japan market review: Recovery remains far off
Bank of Japan Governor Haruhiko Kuroda warned during June that a second wave of COVID-19 infections could cause “considerable” harm to Japan’s economy.
Adviser-Hub 5th Aug 2020
Asia Japan market review: Concerns over Hong Kong’s future
Share prices in Hong Kong dived during May on the news that China was set to make national security laws for the territory, clamping down on dissent and raising questions over Hong Kong’s special econ...
Adviser-Hub 10th Jun 2020
Asian Japan market review: “A crisis like no other”
Asia is facing “a crisis like no other”, according to the IMF, which warned that the coronavirus pandemic’s impact on the region will be “severe and unprecedented” and will outstrip that of the Global...
Adviser-Hub 19th May 2020
Asian Japan market review: Fears grow over Japan’s longer-term outlook
As the coronavirus intensified its grip, officials at the Bank of Japan increased monetary stimulus measures in an emergency meeting in a bid to soothe investors’ jitters.
Adviser-Hub 17th Apr 2020
The internet and demographics are killing inflation: here’s how
The twin trends of ageing populations and technological innovation are likely to put a lid on inflation for some time to come, argues Newton fund manager Jon Day. But that doesn’t mean there aren’t o...
BNY Mellon Investment Management 10th Mar 2020
Asia Japan market review: Double-digit falls in Japan
Asian markets came under pressure during February as coronavirus continued to tighten its grip. By the end of February, South Korea was second only to China in terms of diagnosed cases of coronavirus,...
Adviser-Hub 4th Mar 2020
Asia Japan market review: Japan’s consumption tax takes its toll
Japan’s economic expansion proved to be better than first calculated during the third quarter of 2019; however, this better-than-expected performance does not reflect the impact of October’s increase...
Adviser-Hub 15th Jan 2020
Global bond market review: Fed cuts rates once again
Following a raft of interest-rate cuts in the third quarter of 2019, the loosening monetary trend continued into the fourth quarter as central banks reduced their key rates.
Adviser-Hub 7th Nov 2019
Asian Japan markets review: Japan raises consumption tax
Japan’s much-anticipated rise in consumption tax finally took place on 1 October.
Asian Japan market review: Australia and South Korea cut interest rates
Confidence amongst large Japanese manufacturers continued to deteriorate, according to the Bank of Japan’s quarterly Tankan survey.
Adviser-Hub 19th Aug 2019
Global bond market review: Central banks start to ease
Bond yields continued their decline into June: prices rose as several central banks loosened their monetary policy stance.
Adviser-Hub 10th Jul 2019
Asian Japan markets review: Bank of Japan provides additional guidance
Japan’s interest rates will remain unchanged until the beginning of 2020 at the earliest, according to the BoJ’s updated guidance.
Adviser-Hub 14th May 2019
Asian Japan markets review: Clouds over Japan’s economy
Confidence amongst Japanese businesses deteriorated over the first three months of 2019, according to the Bank of Japan’s (BoJ’s) quarterly Tankan survey of business sentiment.
Adviser-Hub 17th Apr 2019
Asian Japan markets review: Trade deal hopes boost sentiment
Japan’s benchmark Nikkei 225 Index reached its highest level since mid-December during February, boosted by US President Donald Trump’s decision to delay tariff increases on imports from China.
Adviser-Hub 6th Mar 2019
Asian Japan markets review: Japan faces economic headwinds in 2019
Japan’s economy contracted at an annualised rate of 2.5% during the third quarter of 2018, compared with an earlier calculation of -1.2%. Activity was curtailed during the year by a series of natural...
Adviser-Hub 18th Dec 2018
Asian Japan markets review: Natural disasters dampen Japan’s growth
Japan’s economy shrank during the three months to September, contracting at an annualised rate of 1.2%. Spending and export activity were hampered over the summer by a series of natural disasters.
Adviser-Hub 7th Dec 2018
Inflation picks up in Japan
September 2018 as expected, the Bank of Japan kept its monetary policy unchanged in September, maintaining its short-term interest rate target at minus 0.1% and an annual target of around 80 trilli...
Adviser-Hub 5th Oct 2018
A new Prime Minister for Australia
August 2018 The share prices of larger companies performed better than their medium-sized counterparts during August. Over the month as a whole, the Nikkei 225 Index rose by 1.4%, while the Topix I...
Adviser-Hub 5th Sep 2018
Asian Japan markets review: Asian economies vulnerable to trade tensions
May 2018 Economic growth in Asian countries – particularly Singapore and Hong Kong – is still heavily reliant on merchandise exports, according to Moody’s Investors Service, and e...
Adviser-Hub 11th Jun 2018
Asian Japan markets review: Ongoing concern over trade tensions
April 2018 Confidence amongst large Japanese manufacturers deteriorated during the first quarter of 2018, according to the Bank of Japan’s (BoJ’s) quarterly Tankan survey. Meanwhile, Ja...
Adviser-Hub 21st May 2018
Asia Japan market review: Japan shrugs off fresh hostility from North Korea
Despite a fresh display of aggression from North Korea towards Japan, the share prices of large Japanese companies generally rose during November.
Adviser-Hub 11th Dec 2017
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