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Visit/economy/asian-economy/chinas-economy/600819/has-hong-kong-become-a-failed-state
Has Hong Kong become a failed state?
Hong Kong cannot protect its citizens, provide basic services or command the trust of its people, and it is failing to provide the safety and stabilit…
14 Feb 2020
Visit/economy/asian-economy/china&
Investors eye up a new round of Chinese stimulus
Chinese policymakers have announced new stimulus measures to contain the fallout from the coronavirus. Asset managers are already positioning themselv…
6 Feb 2020
Visit/economy/asian-economy/chinas-economy/600793/coronavirus-china-economic-balance
The coronavirus makes China’s economic balancing act even harder
2020 should be the year when China straightens out its heavily indebted economy. But the coronavirus could throw a spanner in that plan, says John Ste…
6 Feb 2020
Visit/investments/stockmarkets/emerging-markets/600776/indias-drive-for-economic-reform-weakens
India’s drive for economic reform weakens
India's government is neglecting economic reform in favour of pushing nationalist policies
5 Feb 2020
Visit/investments/stockmarkets/600755/is-coronavirus-panic-reaching-a-peak-yet
Is coronavirus panic reaching a peak yet?
As the coronavirus scare continues, John Stepek asks if the markets’ panic has been too extreme, and looks at the possibilities for investors.
3 Feb 2020
Visit/investments/stockmarkets/600687/us-china-trade-truce-boosts-stockmarkets-for-now
US-China trade truce boosts stockmarkets – for now
Markets brightened up after China agreed to import more from the US and America greed to lower some tariffs on Chinese goods. But the trade war is far…
27 Jan 2020
Visit/investments/investment-strategy/600709/the-coronavirus-is-scary-but-its-irrelevant-to-your
The coronavirus is scary – but it's irrelevant to your investments
The spread of the coronavirus is causing alarm around the world. And, while it could be a serious short-term threat to human health, it’s not somethin…
24 Jan 2020
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Will this year bring any cheer for China's markets?
China's double-digit growth rates of previous decades are long gone. Will the weakness continue?
17 Jan 2020
Visit/519783/chinas-maturing-corporate-bond-market
China’s maturing corporate bond market
Chinese companies are defaulting on their debt in record numbers. And the trouble could spread to state-owned enterprises.
20 Dec 2019
Visit/519499/yet-more-fiscal-stimulus-announced-in-japan
Yet more fiscal stimulus announced in Japan
Japan's prime minister Shinzo Abe has announced a ¥13.2trn fiscal package to repair damage caused by October’s Typhoon, put new digital technology int…
12 Dec 2019
Visit/519151/cracks-spread-in-chinas-fragile-economy
Cracks spread in China's fragile economy
China's annual economic growth is forecast to dip below 6% in the final quarter of this year and continue to fall into 2020 thanks to weaker exports a…
6 Dec 2019
Visit/518545/monks-investment-trust-insuring-asia
Monks Investment Trust: Insuring Asia
SPONSORED CONTENT - The extraordinary expansion of Asia's middle class is turbocharging demand for products that provide a sense of security. Charles …
29 Nov 2019
Visit/518809/taiwan-bucks-asias-regional-trend
Taiwan bucks east Asia's regional trend
Taiwan's economy is bucking the regional slowdown, growing the fastest pace since early 2018 and in stark contrast to weakness elsewhere in east Asia.
28 Nov 2019
Visit/518448/investors-maintain-confidence-in-hong-kong
Investors maintain confidence in Hong Kong
The protests in Hong Kong caused the territory to plunge into recession in the third quarter, and has also begun to weigh on local markets. But invest…
21 Nov 2019
Visit/518514/alibabas-cash-call-comes-off
Alibaba’s cash call comes off
Despite the ongoing violence in Hong Kong, demand for Alibaba’s secondary listing has been so strong that it will stop taking orders from retail inves…
21 Nov 2019
Visit/518058/chart-of-the-week-chinas-smog-index-heralds-weakness
Chart of the week: China’s smog index heralds weakness
Smog levels in five major Chinese cities climbed along with house prices in early 2017 and late 2018. Now, it's pointing down.
18 Nov 2019
Visit/517952/will-the-yuans-recovery-last
Will the yuan’s recovery last?
China’s yuan pushed through the symbolically important seven-to-the-dollar mark for the first time since August last week. Will its strength continue?
15 Nov 2019
Visit/518006/all-the-gold-in-china-money-and-power-goes-east
All the gold in China: money and power goes east
China has far more gold than official figures suggest – as much as America, in fact. He who owns the gold makes the rules, says Dominic Frisby.
15 Nov 2019
Visit/517702/saudi-aramco-heads-to-market-in-historys-biggest-ipo
Saudi Aramco heads to market in history's biggest IPO
Saudi Aramco, Saudi Arabia’s state-owned oil colossus, is set to float on its home market. Are the shares appealing?
7 Nov 2019
Visit/517392/why-hong-kongs-protests-are-an-urgent-warning-for-beijing
Why Hong Kong’s protests are an urgent warning for Beijing
The protests that have shaken Hong Kong will not threaten China’s grip on power for now. But the country’s leaders will need to learn the right lesson…
31 Oct 2019
Visit/517048/investing-in-china-growth-innovation-and-profit
Investing in China: growth, innovation and profit
SPONSORED CONTENT - Rowan Francis of the TAMAC Qilin-China Champions fund takes a long-term look at the opportunities available to investors in China.
28 Oct 2019
Visit/517002/can-jokowi-boost-indonesia
Can Jokowi boost Indonesia?
Indonesian president Joko Widodo, known as “Jokowi”, has been sworn in for a second five-year term. He has pledged to turn his country into one of the…
25 Oct 2019
Visit/516989/chinas-downturn-threatens-global-growth
China’s downturn threatens global growth
Economic growth in China is slowing. And that will do nothing to help a lethargic global economy.
25 Oct 2019
Visit/516654/us-china-trade-truce-both-sides-back-down
US-China trade truce: both sides back down
China and America have agreed to a “pretend” trade deal, with details are so thin that the Chinese preferred not to call it a “deal” at all. That didn…
17 Oct 2019
Visit/516382/vietnam-winning-trumps-trade-war
Vietnam: winning Trump’s trade war
There’s been one clear winner in the US-China trade war so far – Vietnam. Many investors see it as the developing world’s next big thing.
11 Oct 2019
Visit/516383/indias-banking-crisis-deepens
India’s banking crisis deepens
Bad loans are rising at India's fourth-largest private bank by assets and the lender needs fresh capital to plug the gap. And it's not alone.
10 Oct 2019
Visit/516163/us-china-trade-trump-and-xi
Are Trump and Xi desperate enough to kiss and make up yet?
Chinese growth is struggling. US markets look vulnerable. But are the two leaders desperate enough to put a positive spin on the next round of trade t…
7 Oct 2019
Visit/515990/china-at-70-a-crucial-turning-point
China at 70: a crucial turning point
After a remarkable four decades of headlong growth China is approaching a crucial turning point.Can its leadership keep the good times rolling?
3 Oct 2019
Visit/515641/one-of-the-best-investment-trusts-for-emerging-market-investors
One of the best investment trusts for emerging market investors
The Utilico Emerging Markets investment trust focuses on infrastructure, an area its competitors often ignore.
1 Oct 2019
Visit/515761/japan-ignore-the-rugby-and-buy-the-stocks
Japan: ignore the rugby and buy the stocks
Japan won't win the Rugby World Cup. But its stockmarket could prove a winner.
27 Sep 2019
Visit/515287/the-battle-for-the-london-stock-exchange
The battle for the London Stock Exchange
The Hong Kong stockmarket is muscling in on a tie-up between the London Stock Exchange and data provider Refinitiv. It is set to fail, says Matthew Pa…
19 Sep 2019
Visit/514723/vinacapital-vietnam-opportunity-fund-whats-driving-vietnams-growth-story
VinaCapital Vietnam Opportunity Fund: What’s driving Vietnam’s growth story?
SPONSORED CONTENT - With strong GDP growth, a stable macro-economic environment, increasing exports and record levels of foreign direct investment, it…
11 Sep 2019
Visit/513916/take-your-chances-in-china-with-these-two-investment-trusts
Take your chances in China with these two investment trusts
These two China-focused, London-listed investment trusts are excellent long-term bets, says Max King.
10 Sep 2019
Visit/514362/japan-versus-south-korea-asias-other-trade-war
Japan versus South Korea: Asia’s other trade war
Decades of bickering between South Korea and Japan are feeding an increasingly nasty trade dispute.
6 Sep 2019
Visit/514360/china-toughs-out-trade-tensions
China can tough out trade tensions with the US
China’s economy is feeling the pain of US tariffs. But with no elections to bother its leadership, it is in a much better position than the US to ride…
6 Sep 2019
Visit/513961/strong-dollar-squeezes-asian-markets
Strong dollar squeezes Asian markets
Trade war uncertainty means that the MSCI Emerging Markets Currency index is on course for its worst month since May 2016.
30 Aug 2019
Visit/513763/the-us-china-decoupling-means-things-will-be-tough-for-a-generation-of-investors
The US-China decoupling means things will be tough for a generation of investors
The new Cold War between the US and China means that the next three decades will be very different to the last three – and that’s going to make invest…
27 Aug 2019
Visit/512771/forget-emerging-markets-focus-on-asia
Forget the other emerging markets, focus on Southeast Asia
Investors in emerging markets should focus on Southeast Asia – a region where nearly every nation’s GDP and productivity growth has beaten the develop…
9 Aug 2019
Visit/512683/renault-and-nissan-reboot-or-divorce
Renault and Nissan: reboot or divorce?
Renault and Nissan have opened talks on the idea of Renault reducing its 43% stake in its Japanese partner.
8 Aug 2019
Visit/512744/modi-takes-control-in-kashmir
Modi takes control in Kashmir
Tensions are escalating in the disputed Indian territory of Jammu and Kashmir as he central government revokes its autonomy.
8 Aug 2019
Visit/512503/china-yuan-renminbi-trade-war-escalates
China fires a warning shot as the trade war escalates
China’s currency, the yuan, has weakened significantly against the dollar. That suggests the trade war will only get worse, says John Stepek. Here’s w…
6 Aug 2019
Visit/512168/look-beyond-the-trade-spats-to-profit-in-asia
Three undervalued Asian stocks that can ride out the trade war
Trade wars aside, Asia remains the biggest driver of global growth with impressive economic and corporate fundamentals, says professional investor Ian…
5 Aug 2019
Visit/512156/japanese-stocks-when-will-we-see-nikkei-39000
Japanese stocks: when will we see Nikkei 39,000?
Japanese stocks remain far below their bubble-era highs. But if reforms continue, the market could finally set a new record within a decade, says auth…
2 Aug 2019
Visit/512327/china-sits-out-protests-in-hong-kong
China sits out protests in Hong Kong
Beijing may be using harsh language against the protesters in Hong Kong, but if you read between the lines, it is clear that it is treading carefully.
1 Aug 2019
Visit/511764/asias-economic-squall-will-pass
Asia’s economic squall will pass
Many countries in emerging Asia look set to experience their weakest growth in a decade. But while the short-term outlook may be bumpy, there are many…
26 Jul 2019
Visit/511765/star-market-shanghai-tech-stockschinas-nasdaq-starts-trading
Star Market, China’s Nasdaq-like tech stock exchange, starts trading
Star Market, Shanghai’s new technology-focused stock exchange, is hoping to nurture local tech firms and bypass New York and Hong Kong.
25 Jul 2019
Visit/511289/chinas-economic-growth-hits-a-27-year-low
China’s economic growth hits a 27-year low
The release this week of second-quarter economic figures revealed that China's economy is growing at its slowest pace in 27 years.
18 Jul 2019
Visit/510707/japan-is-overlooked-and-mispriced-heres-how-to-buy-in
Japan is overlooked and mispriced – here's how to buy in
A new investment trust, the AVI Japan Opportunity Trust, focuses on neglected bargains in Japan's small-cap sector.
16 Jul 2019
Visit/511055/what-does-chinas-slowdown-mean-for-the-global-economy
What does China’s slowdown mean for the global economy?
China's economy is growing at its slowest rate since 1992, when it started reporting its GDP performance. John Stepek looks at what's behind the lates…
15 Jul 2019