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Asia Insight

Demographics Drive Japan's Innovation and Growth

Japan's demographics drive—rather than hinder—corporate margins. Find out what's behind this surprising trend.

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Market Updates

Weekly Market Insights

Despite reports of an economic recession in Japan, Portfolio Manager Shuntaro Takeuchi sees resilience in the country’s equity markets. He believes that COVID-19 may accelerate trends in sectors such as healthcare, technology and industrials.

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Market Updates

Q&A with Teresa Kong

In this short Q&A, Teresa Kong, Portfolio Manager, provides her insights on the economic impact of the coronavirus and where she sees risks and opportunities...

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sinology by Andy Rothman

Sinology

China Is Bouncing Back, but Can We Trust Its Numbers?

China's economy looks to be well on its way to recovering from the coronavirus-imposed lockdown with consumer spending, manufacturing and investment bouncing back. But can we trust China's macro numbers? Sinology explores.

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