Region: Asia

Asia still holds a lot of opportunities for investors, but they are probably more specific than you think.

This article from MIT Technology review looks at how China managed to pull off this feat. An country with a weak car industry, starting well behind their American, Japanese and German peers, has managed to overtake them all.

China’s reopening rebound will be largely driven by consumption rather than investment, which means this rebound will be concentrated in consumer sensitive sectors, tourism, and retail markets.

The hawkishness of the U.S. Federal Reserve at its December meeting set the tone for markets in December, even as there is clear evidence that inflationary pressures are easing across large swaths of the developed world.

November was a strong month for risk assets even as economic data in many parts of the world continued to deteriorate. The market was buoyed by the prospect of slowing inflation and that central bank policy would shortly follow suit.

In the 2023 Year Ahead, JPMorgan address the 10 most frequently asked questions on the economy and asset allocation from investors across Asia.

Starbucks opens its 6,000th store in China, now easily its second biggest market after North America, will the coffee chain be able to succeed where so many other American companies have failed? Will Starbucks be able to make it in China?

Meet Vidio, Indonesia’s answer to streaming and a local player taking it to the global streaming giants. It is the fastest growing streaming platform in Indonesia and in the last quarter was the largest streaming platform in South East Asia.

Over the past 12 months Chinese property developers have defaulted on over US$20 billion in debt, housing sales have fallen 30% year-on-year and construction of new homes has stalled. As the property market collapses, and borrowers fall into negative equity, more and more Chinese borrowers are refusing to pay their mortgages.

China's zero-Covid policy can't last forever, but until it ends Portfolio Manager Anthony Srom let's investors know which stocks he's looking at right now to withstand the volatility.

In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation are fuelling a boom economy that’s expected to continue for decades to come. Find out why you should be looking at this region more closely.

The human race is aging at an unprecedented rate. Over 2 billion people expected to be over 60 by the year 2050, placing unsustainable pressure on the work force. The answer may lie in automation and robotics - something we've already seen in Japan. But what are the opportunities for investors?

The buzz around the “metaverse” has gone into overdrive as the technology that could make it a (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s cracked up to be? And does it ‘meta’ for investors?