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Yesterday, Bloomberg news declared the world's "2nd largest stock market is getting interesting again" based on indices reaching new highs. On the heels of the 20 year anniversary of the Asian Financial Crisis, we'd like to highlight the insights from Professional Investment firms that discuss why this is happening, and what to do next. Below are some of the most-read posts discussing Asian Markets.



5 Charts on the Chinese Economy

The July activity data for China were just released, but rather than dwell on the details of the data, I decided I would pick out 5 charts that show some of the key cyclical and structural trends for China's economy .  It's important to keep track of ...
Topdown Charts
Topdown Charts

Chart driven macro insights for investors


Mid-point review: Are there still opportunities for growth in Asia?

After a strong first half, we assess earnings, quality and valuation characteristics for the region By Mark Jason, Senior Portfolio Manager The first half of the year saw strong performances across Asia. The MSCI Asia ex-Japan Index gained 18% (the ...
Invesco US
Invesco US, Invesco

Invesco is an independent investment management firm dedicated to...


China’s Booming Autonomous Car Opportunity

The following  is original research by ARK Industrial Innovation Analyst, Tasha Keeney . According to ARK’s research models, China will become one of the largest markets for autonomous mobility-as-a-service, reaching $2.5 trillion by 2030. At the ...
Catherine Wood
Catherine Wood, ARK Invest

CEO and Chief Investment Officer


North Korea, U.S. Rhetoric Rattle Markets, But Investors Should Ignore the Noise

Unsettling saber-rattling pushed global equities lower, creating better entry points on select stocks. Geopolitics is shaking global markets, with the epicenter of the latest tremors coming from the Korean Peninsula. Fiery rhetoric out of Pyongyang ...
Thornburg Investment Management
Thornburg Investment Management

Thornburg Investment Management offers solutions for retail and i...


No More Half Measures: The North Korean Threat

North Korea poses an imminent threat to the United States.  Diplomacy and sanctions haven't worked for the last 30 years and won't work now.  Investors need to prepare for military action to solve this problem once and for all.
Michael Lewitt
Michael Lewitt, The Third Friday Group, LLC

Chief Investment Officer


Sponsored by DarcMatter

3 Reasons Fund Managers NEED to Focus on South Korea

As the Miracle on the Han River continues to expand, South Korea represents one of the most interesting, and likely, least understood economy in the North Asian region. After the culmination of the Korean War, South Korea has evolved from one of the....
DarcMatter
DarcMatter

DarcMatter is an award winning global FinTech platform providing tech...


India, China Hedge Funds Shine in July

The hedge fund industry returned an average +1.21% in July 2017, bringing year-to-date (YTD) returns to +4.77%, according to the just-released July 2017 eVestment Hedge Fund Performance Report . India- and China-focused hedge funds saw especially ...
eVestment
eVestment

eVestment provides a flexible suite of easy-to-use, cloud-based s...


Asian Financial Crisis 20 Years Later – A Brighter Outlook for Asian Equities

Mike Kerley, Co-Manager of the Asian Dividend Income Strategy along with Sat Duhra, discusses how Asia has remodeled itself following the 20th anniversary of the Asian Financial Crisis (AFC). Debt-driven rapid expansion and growth have been replaced ...
Janus Henderson Investors
Janus Henderson Investors

As a leading global manager, Janus Henderson offers actively mana...


China Leads Emerging Asia to Greater Role in Capital Markets

Over the next 12 to 24 months, we expect that Asia, led by China, will become a far more significant part of the global capital markets – and global investment portfolios. Investors absorbed by the latest Chinese currency move may be losing sight of ...
PIMCO
PIMCO

Follow us for insights on economies, markets and investing.


How the Asian Financial Crisis Reshaped Emerging Markets

Author Michael Hasenstab, Ph.D. Executive Vice President, Chief Investment Officer, Templeton Global Macro The Asian Financial Crisis (AFC) that began 20 years ago this month had lingering effects well into 1998, casting a long shadow over many of ...
Franklin Templeton Investments
Franklin Templeton Investments

Official Franklin Templeton Investments account. For US investors...


China’s Growth Driven By Shadow Banking Is A Potential Trigger For The Next Global Recession

BY JOHN MAULDIN China is unstoppable. GDP growth has slowed down to 6.9%, according to official numbers. The numbers are likely inflated, but the boom is still underway. Reasonable estimates from knowledgeable observers still have China growing at ...
John Mauldin
John Mauldin, Mauldin Economics

Financial expert, New York Times best-selling author

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