Related articles - Asia ex Japan

Asia ex Japan

  • Watch: 60 seconds with Rajeev De Mello on the China conundrum

    Watch: 60 seconds with Rajeev De Mello on the China conundrum

    Market volatility exposed investors’ unease over China’s slowdown, but Rajeev De Mello says the country’s growth is stabilising and investors must choose the right assets for a gradual recovery.

  • Q&A: Where fund managers see market opportunities and risks

    Q&A: Where fund managers see market opportunities and risks

    Leading Schroders fund managers, covering a variety of asset classes and regions, share their insights on a difficult market environment.

  • Watch: 60 seconds with Rajeev De Mello on Fed rates and emerging markets

    Watch: 60 seconds with Rajeev De Mello on Fed rates and emerging markets

    The pain in emerging markets has been in the preparation for the Federal Reserve's lift-off, according to Rajeev De Mello, but the rate hiking cycle could be positive for the region.

  • China woes create Asian buying opportunity

    China woes create Asian buying opportunity

    Despite recent market events, not that much has actually changed in China. It’s more a case of the “chickens coming home to roost” as policy mistakes and major policy contradictions come to a head. Elsewhere in Asia, it could be an opportunity to pick up equity bargains.

  • Watch: 60 seconds with Rajeev De Mello on why lower oil prices could lift Asian economies

    Watch: 60 seconds with Rajeev De Mello on why lower oil prices could lift Asian economies

    The dramatic fall in the cost of oil should help countries in Asia like India keep control of inflation, interest rates and fiscal policy and could boost economic growth, says Rajeev De Mello.

  • Schroders Quickview: China growth slows as stimulus effects fade

    Schroders Quickview: China growth slows as stimulus effects fade

    Chinese GDP came in below market expectations, but in line with our forecast, at 6.8% year on year in the final quarter of 2015. This brings 2015 growth to 6.9%, in line with the official target of “around 7% growth”, but highlights the challenges faced by the authorities in propping up growth.

  • Watch: 60 seconds with Craig Botham on China volatility and currency depreciation

    Watch: 60 seconds with Craig Botham on China volatility and currency depreciation

    The outlook for China’s economy remains opaque, but Craig Botham says recent market volatility has been driven by technical factors and a big devaluation for the currency remains some way off.

  • China: is the world right to worry?

    China: is the world right to worry?

    China's equity and currency markets have exhibited a great deal of weakness since the start of 2016, and just as in August, global markets have suffered. But should global investors be quite so concerned about China?

  • Four reasons behind China's A-share volatility

    Four reasons behind China's A-share volatility

    Mainland China's stockmarket recovered somewhat on Friday following a week of severe volatility. So, what were the main reasons behind the week's market falls?

  • Outlook 2016: Asian Fixed Income

    Outlook 2016: Asian Fixed Income

    The coming year will lay the foundation for attractive entry points to add risk in Asian bond markets, particularly once the US Federal Reserve (Fed) signals its trajectory for interest rate hikes.