As the US government shutdown enters its 20th day with mounting economic costs, Asian equity markets are attracting global investors with their valuation advantage, policy stability and diverse sector opportunities.
Amid macroeconomic volatility and tariff fears, the asset class' insulation from inflation and political risk is proving a compelling draw for yield-hungry yet cautious pension funds and insurers.
Following the Federal Reserve’s September rate cut, AsianInvestor explores how dovish US monetary policy is expected to bolster Asian equities and domestic demand.
As geopolitical risks rise, investment strategies are increasingly focused on onshoring, currency hedging and reducing reliance on Asia-dependent suppliers.
Asia’s markets continue to demonstrate a resilience shaped by discipline, adaptation and a shift in investor mindset. Amidst a backdrop of policy uncertainty, trade disruptions and shifting sentiment, how should investors be approaching the region today? AsianInvestor speaks to Vikas Pershad, portfolio manager, Asian equities at M&G Investments for his take on what is changing – and what still matters most.
Asia faces mixed fortunes as oil enters a downward-trending cycle—lower prices offer relief to importers but threaten energy producers and investment flows across the region.
President Donald Trump’s proposed 300% tariffs on imported semiconductors have rattled global markets and heightened concerns across Asia’s chip-reliant economies.