Asia ex Japan

  • Is a bubble in Chinese stocks being inflated?

    Is a bubble in Chinese stocks being inflated?NEW

    The sharp rally in Chinese share prices is not justified by the underlying fundamentals but it has considerable momentum and could continue for a while yet.

  • No repeat of taper tantrum expected in Asia when Fed raises rates

    No repeat of taper tantrum expected in Asia when Fed raises rates

    In this Q&A Rajeev De Mello, Head of Asian Fixed Income explains why Asian economies are better prepared now for a Federal Reserve rate hike than they were for the tapering announcement of 2013.

  • 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.

  • 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.