BDI recovers: Has global manufacturing bottomed out?
Yutaka Uda discusses the current Japanese economy and provides a detailed market outlook.
Hong Kong’s property and retail sectors under pressure
Lilian Co reviews the performance of the Chinese market in August against various challenges.
Rebound or a real rotation?
Marc Craquelin comments on the market rebound, economic slowdown, the manufacturing sector's road to recovery and how economic activity might translate into significant upside potential.
Federal Reserve provides a degree of certainty to market
Mitsuhiro Yuasa comments on the FRB's current monetary policy stance and the impact on Japan's economy.
Market moves sideways in July
Lilian Co on China's resilient domestic consumption despite the current economic headwind.
Renewed hopes of a trade truce
Lilian Co takes a closer look at the US-China trade truce struck in June.
Japan opens itself internally and externally
MItsuhiro Yuasa discusses how Japan's economy is closely intertwined with those of the USA and China, plus the EU Economic Partnership Agreement.
Additional Government stimuli expected
Lilian Co takes a closer look at the US-China relationship.
A start of something new? Japan’s “Reiwa” Era
Mitsuhiro Yuasa comments on the outlook of the Japanese market in 2019 and the Fund's current portfolio strategy.
Pick up of construction orders likely to trigger an economic recovery
Yutaka Uda comments on the impact of the FY2018 supplementary budget on construction orders and their wider impact.
Chinese shares continue their uptrend
Lilian Co takes a closer look at Chinese auto, property and liquor stocks.
Chinese Stocks remain buoyant following US-China talks progress
During March, sentiment regarding Chinese stocks remained buoyant following progress in the US-China trade talks. Lilian Co comments.