von Charlie Awdry
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.
von Jay Sivapalan, CFA
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.
von Andrew Gillan
Disruption ist ein kontinuierlicher Prozess, den erfolgreiche Anlagestrategien nicht ignorieren können. Andrew Gillan, Head of Asia ex-Japan Equities bei Janus Henderson Investors, erläutert die Anlagechancen in Asien, die sich aus bahnbrechenden Neuerungen ergeben können.
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.
von Andrew Gillan, Mervyn Koh
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.
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.
von Charlie Awdry, May Ling Wee
Charlie Awdry and May Ling Wee, China equity portfolio managers, provide a review of the market thus far in 2018 and discuss what may be in store for investors during the remainder of the year.
Charlie Awdry and May Ling Wee, China equity managers, discuss the progress of political, business, financial and social reforms in China under President Xi’s leadership, and its implications for markets and investors.
In this interview with Citywire Asia, Andrew Gillan, Head of Asia ex-Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons for his positive view on the region as well as favoured countries and sectors.
In this Q&A, China portfolio managers Charlie Awdry and May Ling Wee, discuss China’s unexpectedly strong economic growth this year, which has been driven by a robust pick up in industrials. They explain why sector reform and rising producer prices could turn this into a more sustainable trend.
Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager for the Asian Growth Strategy along with Mervyn Koh, provides an update on Asian equities and discusses how the strategy is positioned to take advantage of the most attractive investment opportunities available in the region. He also debunks some common misconceptions that investors have of investing in Asia.
Charlie Awdry and May Ling Wee, China portfolio managers, discuss the significance of the upcoming 19th National Party Congress as well as the progress made in financial reform during President Xi’s first five-year term.
In this update, Charlie Awdry and May Ling Wee, China portfolio managers, discuss the reasons behind the continuation of the Chinese bull run this year and why they think it may persist for longer than many expect.
von Mike Kerley, Sat Duhra
Mike Kerley, Co-Manager of the Asian Dividend Income Strategy along with Sat Duhra, discusses how Asia has remodelled itself following the twentieth anniversary of the Asian Financial Crisis (AFC). Debt-driven rapid expansion and growth have been replaced by conservatism and a focus on cash flow and profitability, which has reshaped investors’ outlook for the region.