China market performance slows in September
Lilian Co reflects on the Chinese stock market performance in September after three months of impressive gains with the economy largely recovering to pre Covid-19 levels.
Japanese markets on a solid footing
Yutaka Uda looks at the signals of steady economic recovery in Japan, as the Japanese stock market continued to rise in September.
A continued focus on quality
Willem Vinke invests in high quality companies that we believe will be better placed to endure future market volatility.
Great shift in market attention from IT sectors to value stocks
Yutaka Uda looks at what is behind the recovery of the Japanese economy and why there is a return in positive sentiment in equities.
The road to recovery in Japan
Yutaka Uda looks at the growth potential in the Japanese markets amid a resurgence of COVID-19 cases.
China showing first signs of recovery
Lilian Co examines the past month’s activity in the Chinese equity markets against a backdrop of improving economic sentiment.