Analysis
Asia | analysis 16 Feb 16
OPINION: London vs Hong Kong – out of the frying pan…?
Even by the very nature of its name, HSBC has always been the most Asian-facing of the multinational super banks, so why does it want to extend its stay in London?
Asia | analysis 16 Feb 16
Fund selector: Japan’s arrows of fortune?
While the first two ‘arrows’ of Abenomics have helped boost Japanese equity performance and devalued the yen, the jury is still out on whether the strategy is succeeding. Much will depend on the third arrow of structural reform.
Asia | analysis 15 Feb 16
ANALYSIS: Time to bail out of Japanese equities?
What was viewed as a sign of desperation by many when the Bank of Japan cut rates well into negative territory at the end of January has been followed by a poor economic growth number.
Emerging Markets | analysis 12 Feb 16
The final great investment frontier: Iran
Oliver Bell, manager of the T. Rowe Price Frontier Markets Equity Fund and T. Rowe Price Middle East & Africa Equity Fund recently visited Iran. Here he outlines why many of the assumptions investors have about the country may need a major upgrade.
Asia | analysis 5 Feb 16
ANALYSIS: Beware China’s rapidly diminishing cash pile
The ‘humiliation’ of emerging markets, led by China, is currently at an extreme says Bank of America Merrill Lynch.
