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Podcast: Coronavirus - Asian markets corrections and resilience
In January, our Asia Fixed Income team provided an outlook for the asset class in 2020. Since then, developments associated with coronavirus have dominated attention and affected sentiment towards financial markets worldwide. In this update, Jamie Grant, Head of Emerging Markets and Asian Fixed I...
They say a rising tide lifts all boats. This certainly appeared to be the case for emerging markets debt in 2019. Central banks around the world offered a little help, providing the liquidity and easy monetary conditions required to boost sentiment and support valuations.
A monthly review and outlook of the Asian Quality Bond market.
First State Investments is a global asset manager with offices in Hong Kong and expertise across various assets & investment sectors. Find out more today.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
“To infinity...and beyond!” Buzz Lightyear, Toy Story
Find the latest investment insights, including market outlooks, research papers and investment strategy from experts at First State Investments here.
The attributes we like in a company are a strong management team, an effective board, strong alignment with its majority owners and management, a conservative and introspective culture, a franchise which has pricing power and generates superior returns on capital employed, and the potential to be...
Insulation from the effects of inflation is a key objective for many investors. Many pension and sovereign wealth funds specifically target long-term returns of CPI (Consumer Price Index) plus 5%.
A monthly review and outlook of the Asian Quality Bond market.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
A monthly review and outlook of the Asian Quality Bond market.
This is the third investor letter for the FSSA Global Emerging Markets Focus Strategy since its launch in November 2017. In this letter, we will discuss our investment approach, process, strategy, positioning, and other matters we think are relevant to investors. As always, should you have any qu...
A monthly review and outlook of the Asian Quality Bond market.
Over the last few years, valuations have generally become expensive in our universe of quality companies. Valuations reaching these levels remind me of the mistakes I made running into the 2008 crash.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Global Listed Infrastructure sector.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Global Listed Infrastructure sector.