Asia ex Japan

  • 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.

  • Outlook 2015: Chinese equities

    Outlook 2015: Chinese equities

    Even as China's growth slows, long-term opportunities are present across a variety of industries.

    • Louisa Lo, Head of Greater China Equities
    • 2 Dec 2014
  • Schroders Quickview: Chinese reforms and easing unlikely to boost growth

    Schroders Quickview: Chinese reforms and easing unlikely to boost growth

    There were two significant announcements from China’s policymakers last week. They mark a change of stance by the People’s Bank of China (PBOC), which until now had focused on selective easing measures and liquidity injections.

  • Outlook 2015: Asia ex-Japan equities

    Outlook 2015: Asia ex-Japan equities

    A focus on quality companies remains essential in Asia, with technological change a key theme for investing in Asia for the year ahead.

  • Shanghai-Hong Kong 'through train' departs

    Shanghai-Hong Kong 'through train' departs

    The Shanghai-Hong Kong Stock Connect was launched on 17 November.

  • Internet connectivity to boost Chinese productivity

    Internet connectivity to boost Chinese productivity

    The internet is driving big changes in the productive capacity of China's economy.

  • Shanghai-Hong Kong 'through train' picks up steam

    Shanghai-Hong Kong 'through train' picks up steam

    In early April, regulators in China announced a pilot scheme that aims to create mutual market access (MMA) between the stock exchanges of both Shanghai and Hong Kong.

  • Asian rate divergence provides bond opportunities

    Asian rate divergence provides bond opportunities

    A postcard from... Singapore: Rajeev De Mello, Head of Asian Fixed Income, is seeing a recovery in Asian bond markets.