Regionaler Schwerpunkt: Asien-Pazifik

China’s role on the global stage

von Charlie Awdry

vor 2 monaten
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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Charlie Awdry: notes from the road

von Charlie Awdry

vor 4 monaten

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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Lucky number (twenty) 8?

von Jay Sivapalan, CFA

vor 5 monaten

​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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Chinesische Aktien: Könnte 2019 eine dringend benötigte Marktkorrektur bringen?

von Charlie Awdry

vor 7 monaten
Die chinesischen Aktienmärkte werden 2019 alles andere als langweilig sein und zahlreiche Chancen für aktive Anleger bescheren, so Charlie Awdry, Portfoliomanager für chinesische Aktien.
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Die einzige Konstante im Leben ist die Veränderung

von Andrew Gillan

vor 8 monaten

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.

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The Chinese disruption paradox

von Charlie Awdry

vor 8 monaten
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 3 – material and related-party transactions

von 

vor 11 monaten

​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

von Andrew Gillan, Mervyn Koh

vor 12 monaten

​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

von Charlie Awdry

1 vor x Jahr
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?

von Andrew Gillan

1 vor x Jahr

​​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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China: strong stock selection key to success in 2018

von Charlie Awdry, May Ling Wee

1 vor x Jahr

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. 

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What does reform in China really mean for equity investors?

von Charlie Awdry, May Ling Wee

1 vor x Jahr

​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.

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Active management key to driving returns in Asia

von Andrew Gillan

1 vor x Jahr

​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.

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Ausblick 2018: Wohin geht die Reise für chinesische Aktien?

von Charlie Awdry

1 vor x Jahr
Charlie Awdry, Portfoliomanager für China, erläutert, was Anleger 2018 erwarten könnte und wo nach seiner Einschätzung die besten Anlagechancen zu finden sind.
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What does President Xi's strengthened leadership position mean for investors?

von Charlie Awdry

1 vor x Jahr
In this video, Charlie Awdry, China equities portfolio manager, shares his conclusions from the 19th China Party Congress meeting and discusses the ramifications for investors.
 
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China’s industrial rebound

von Charlie Awdry, May Ling Wee

1 vor x Jahr

​​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.

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Asian equities: market drivers and misconceptions

von Andrew Gillan

1 vor x Jahr

​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.


 
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Power, politics and intrigue in the run up to China’s Party Congress

von Charlie Awdry, May Ling Wee

1 vor x Jahr

​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.

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Strong earnings suggest Chinese bull market has further to run

von Charlie Awdry, May Ling Wee

1 vor x Jahr

​​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.   

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Asian financial crisis 20 years on – brighter outlook for Asian equities

von Mike Kerley, Sat Duhra

1 vor x Jahr

​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.

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