View of the Day

Be wary of firms pursuing 'engineered growth'

Within the corporate world, the innovation dynamic, or Schumpeter’s ‘creative destruction’ is nothing new.

Read more

Passives lack means to make corporate managers accountable

One important aspect of this debate that does not come up so often is shareholder engagement.

Read more

Investors should brace for a more turbulent period ahead

One thing that’s coming through clearly from my conversations with clients over the past two months is that they are worried about future returns from markets. 

Read more

Growth reversal to power next phase of Indian equity expansion

For investors who missed out Indian equities in 2017, the volatility we have witnessed recently could provide an attractive entry point.

Read more

Ten reasons why the dollar will continue to weaken in 2018

The US dollar, traditionally a safe haven currency during volatile times, has been trading near multi-year lows. However, this may not be the end to the greenback woes.

Read more

What US Protectionism Means for Chinese Small Caps

In volatile times, investors may think small cap stocks are most at risk. In China, however, it is a different story.

Read more

The future of tech is in emerging markets

Today’s emerging markets lie at the forefront of the latest technological developments, from mobile banking and shopping to robotics, autonomous vehicles, health care and more. 

Read more

Tech a far safer sector than ‘lazy’ consumer staples

Global stock markets witnessed a modest loss in Q1, the first quarterly decline since the final three months of 2015. 

Read more

Five influential themes driving Asian equities

By Anh Lu

Asia ex-Japan has been a major beneficiary of the ongoing global economic growth story, with the region outperforming all other major global equities markets over the past year or so.

Read more