Asia Insight

Measuring Intangibles for Asia's Growth Companies

Portfolio managers Taizo Ishida and Michael Oh, CFA, explore the growth drivers for Asia's new economy sectors, including how to measure and assign potential future value of intangible assets.

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Market Insights

Asia's Innovation Drivers—Talent, Consumer Demand and Capital

Portfolio Manager Michael Oh, CFA, finds innovative growth companies across a broad range of industries and sectors in Asia.

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Market Updates

Japan's Markets Today

Equity price gains in Japan may be driven by innovation over the long term. Portfolio manager Shuntaro Takeuchi discusses the opportunity set.

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sinology by Andy Rothman


Biden & China: Building Back Better?

Sinology explores how U.S. – China relations can develop under President-elect Biden's administration in three key phases.

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