Asia ex Japan

  • Markets: What’s in store for the rest of 2015 and beyond?

    Markets: What’s in store for the rest of 2015 and beyond?

    At our recent forum in Edinburgh, five leading Schroders fund managers and chief economist Keith Wade met to discuss the state of global markets and assess what lies ahead.

  • 60 seconds with Rajeev de Mello: Asian bond boost from falling inflation

    60 seconds with Rajeev de Mello: Asian bond boost from falling inflation

    Rajeev De Mello, Head of Asian Fixed Income, looks at how falling inflation and a strong US dollar are impacting Asian bonds and currencies.

  • Success of income investing lies in long-term sustainability

    Success of income investing lies in long-term sustainability

    Although generating income when yields are at historic lows is not simple, it’s important to look past the short-termism of what investment style is in vogue and seek out the longer-term benefits of any approach.

  • Schroders Quickview: China cuts rates, but more is needed

    Schroders Quickview: China cuts rates, but more is needed

    In a move that should prove helpful at the margin, the People’s Bank of China at the weekend delivered another cut to the benchmark lending and deposit rates. We expect this aggressive easing trend to accelerate during the rest of 2015.

  • Is a bubble in Chinese stocks being inflated?

    Is a bubble in Chinese stocks being inflated?

    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.