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Financially Savvy
Asian REITs – A good addition to your investment portfolio in 2024
Asian REITs outperformed global REITs in 2022 and most have healthy leverage and financing prudence
January 11, 2024
Global Economy
A rough year ahead but don't forget the silver linings
The region is in a position to meet those challenges
December 20, 2023
Geopolitics
We can look forward to a recovery in Asian trade
Despite a string of misfortunes on the global scene, Asian economies have held up reasonably well
November 09, 2023
Investing strategies
The alpha from Asia's growing equity offerings
The region’s financial markets will be vital in allocating capital to productive projects
November 01, 2023
Geopolitics
What is the Impact of a Middle East conflict on our region?
The key channel of economic impact will be through energy prices; the greater danger is political
October 11, 2023
Geopolitics
Look out for policy shifts in Asia
After almost two years of intense focus on the US Fed, the focus is likely to turn back to what domestic policy making
September 27, 2023
Geopolitics
Our region learns to cope with big power contention
An acrimonious relationship between the US and China is not helpful to our region
September 13, 2023
Investing strategies
Matthews Asia bearish on China’s property market, but sees bright spots in EV, healthcare
Robert Horrocks of Matthews Asia sees several bright spots across sectors in Asia.
September 07, 2023
Geopolitics
America still the key driver for Asian economies
With all its flaws, the US is still an extraordinarily dynamic, innovative economy capable of flexibly adjusting to big changes
August 29, 2023
Geopolitics
China's downside serious, but there could be upsides for Asean
If advanced economies remain resilient, Asean should be able to deal with a slowing Chinese economy for a couple of years
August 16, 2023