Asia ex Japan

  • Schroders Quickview: Hong Kong market momentum not based on fundamentals

    Schroders Quickview: Hong Kong market momentum not based on fundamentals

    The recent euphoric rally in Hong Kong shares has largely been driven by valuation gaps and positive regulatory support for mainland investors to invest in the Hong Kong market.

  • Schroders Quickview: Slowing China growth to prompt further stimulus

    Schroders Quickview: Slowing China growth to prompt further stimulus

    China’s economy expanded 7.3% in the final quarter of last year, beating expectations and recording a 7.4% expansion for the year as a whole, but failing to meet the government’s 7.5% target.

  • Outlook 2015: Indian equities

    Outlook 2015: Indian equities

    The market for Indian stocks in 2015 continues to look bright.

    • Pankaj Murarka, Fund Manager, Indian Equities, Axis Asset Management on behalf of Schroders
    • 9 Jan 2015
  • Outlook 2015: Asian bonds

    Outlook 2015: Asian bonds

    Not too hot and not too cold. ‘Goldilocks growth’ looks set to drive Asian bonds and currencies.

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Outlooks 2015

  • Outlook 2015: UK equities

    Share valuations remain close to their long-run average, which gives us comfort in the market's aggregate level. We believe value still exists within the domestic banks and house builders.

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