Regional focus: Asia Pacific

Asian dividend growth: mostly decoupled from global turbulence

by Sat Duhra

2 days ago
​Sat Duhra, Co-Manager of the Janus Henderson Asian Dividend Income Strategy along with Mike Kerley, explains why Asia is leading the way in dividend growth. Sat also identifies the best dividend-paying sectors and discusses the impact of ongoing US-China trade friction on portfolio positioning. 
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Quick view: Chinese yuan depreciates to critical level against the US dollar

by Charlie Awdry, CFA

2 weeks ago

​Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.

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Asian Credit: where returns may actually match risk

by Nick Maroutsos

1 month ago

​Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.

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Asia – beyond the trade war

by Andrew Gillan

2 months ago

​Andrew Gillan, Head of Asia Pacific ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses why he believes investors should remain invested in Asia despite the short-term challenges. He also reflects on the five years he has been managing the strategy.

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China’s role on the global stage

by Charlie Awdry, CFA

4 months ago
Charlie Awdry, China equities portfolio manager, discusses how disruption is playing out in China and the potential disruptive impact of China on global markets going forward. 
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Asian equities: drivers and opportunities

by Andrew Gillan

4 months ago
In this video, Andrew Gillan, Head of Asia ex Japan Equities at Janus Henderson Investors, discusses the reasons behind the recent rally in the region’s equity markets and the potential opportunities for investors over the long term.
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China: winning the weighting game

by Charlie Awdry, CFA

5 months ago

​Charlie Awdry, China equities portfolio manager, discusses the implications of China A shares’ increased weighting in MSCI equity indices, and how this should lead to further foreign participation in China’s equity markets going forward.

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Charlie Awdry: notes from the road

by Charlie Awdry, CFA

6 months ago

Charlie Awdry, China equities portfolio manager, gives a first-hand insight into the culture, company dynamics and consumer trends experienced during his recent research trip to China.

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Evolution of the China opportunity set

by Charlie Awdry, CFA

6 months ago
In this video, Charlie Awdry, China equities portfolio manager, talking at the Janus Henderson 2019 UK Investment Conference, discusses the rapidly evolving Chinese consumer and the depth of opportunity the market affords to investors.  
 
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Lucky number (twenty) 8?

by Jay Sivapalan, CFA

7 months ago

​As Australia reaches for its 28th year of uninterrupted economic growth — the longest on record among developed countries — the question on investors’ minds is whether this run is about to end. The Chinese have long considered the number eight as lucky. Is the ‘eight’ in 28 lucky for Australia? Jay Sivaplan, Co-Head of Australian Fixed Interest shares his views.

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Quick view: China/US trade war truce

by Charlie Awdry, CFA

8 months ago

​After talks at the G20 summit in Argentina last weekend brought a temporary truce in the China/US trade wars, Charlie Awdry, China equities portfolio manager, provides an update.

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Asian equities: China remains a double-edged sword

by Andrew Gillan

8 months ago
Andrew Gillan, Head of Asia ex Japan Equities, expects China to remain central to the key opportunities and risks for Asian equity markets in 2019.
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Chinese equities: could 2019 see a much needed shake-out?

by Charlie Awdry, CFA

8 months ago
Chinese equity markets will be anything but dull in 2019, says Charlie Awdry, China equities portfolio manager, with plenty of opportunities for the active investor.
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‘The only thing that is constant is change’

by Andrew Gillan

10 months ago

​Disruption is a constant process and any successful investment strategy must take this into account. Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the opportunities that disruption can offer in the Asia region.

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The Chinese disruption paradox

by Charlie Awdry, CFA

10 months ago
Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.
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China investing module 4: external oversight

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11 months ago

​In the fourth module of Janus Henderson’s study on China investing, we examine the capacity and independence of external auditors that investors should consider when reviewing published financial statements.

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China investing module 3 – material and related-party transactions

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1 year ago

​The third module of Janus Henderson’s study on China investing looks at how corporate actions and local structures can be assessed to determine if they are intended to maximise shareholder value or otherwise.

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Asian equities: short-term wobbles but long-term investment case still sound

​Andrew Gillan, Head of Asia ex Japan equities and Co-Manager of the Asian Growth Strategy, shares his expectations for the performance of Asian equities over the remainder of the year.

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No change: China consumer still going strong

by Charlie Awdry, CFA

1 year ago
In this video, Charlie Awdry, China equities manager, discusses the impact of China A-shares’ inclusion into MSCI equity indices. Having recently returned from a research trip to China, he has observed continued strength in consumer demand and is looking to take advantage of elevated volatility in emerging markets to selectively add to positions.
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Is historic China A-share inclusion encouraging Asia’s decoupling from emerging markets?

by Andrew Gillan

1 year ago

​​Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the implications of the recent inclusion of China A-shares into MSCI equity indices, and how this should provide a long-deserved boost to both China shares and Asian equities as a distinct asset class.
 

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