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In Asia, the tech and financial sectors hold sway, but traditional industries like steel warrant fresh attention. Samir Mehta explains why.
In Asia, the tech and financial sectors hold sway, but traditional industries like steel warrant fresh attention. Samir Mehta explains why.
Samir Mehta reflects on an eventful year in Asian equities and summarises some key portfolio changes.
Samir Mehta reflects on an eventful year in Asian equities and summarises some key portfolio changes.
India is one of our favourite emerging markets right now. James Syme explains why.
India is one of our favourite emerging markets right now. James Syme explains why.
James Syme believes some South Korean equities exude unique qualities. Here's why.
James Syme believes some South Korean equities exude unique qualities. Here’s why.
The wonders of Japanese food, sumo wrestlers and an Asian banking giant. Samir Mehta explains the nexus.
The wonders of Japanese food, sumo wrestlers and an Asian banking giant. Samir Mehta explains the nexus.
Buying emerging market equities can improve the outcome of an investor's global equity allocation. Paul Wimborne explains why.
Buying emerging market equities can improve the outcome of an investor’s global equity allocation. Paul Wimborne explains why.
Samir Mehta sheds light on why he's more optimistic on Malaysia and explains China's role in supporting Malaysia's future.
Samir Mehta sheds light on why he’s more optimistic on Malaysia and explains China’s role in supporting Malaysia’s future.
Assessing relative currency value is one of the five core components of our investment framework. Here, James Syme talks about ways to assess relative currency value, including a country's current account and trade balances as key indicators.
Assessing relative currency value is one of the five core components of our investment framework. Here, James Syme talks about ways to assess relative currency value, including a country’s current account and trade balances as key indicators.
We have long been positive on India, with a preference there for domestic cyclical stocks. We continue to see opportunities in the banking system, but recognise that a broad credit recovery may still be some way off.
We have long been positive on India, with a preference there for domestic cyclical stocks. We continue to see opportunities in the banking system, but recognise that a broad credit recovery may still be some way off.
Complex offshoring arrangements by corporations have all too often resulted in unintended human costs. How deep is the problem and does it affect Australians?
Complex offshoring arrangements by corporations have all too often resulted in unintended human costs. How deep is the problem and does it affect Australians?
