Following the Federal Reserve’s September rate cut, AsianInvestor explores how dovish US monetary policy is expected to bolster Asian equities and domestic demand.
Principal Kin Leung Chan is positioning Click Ventures' portfolio through the lens of what he sees as attractive valuations in China and Hong Kong with the US pricey by comparison.
As Powell hints at a dovish turn, market experts explain how the anticipated policy shift could recalibrate risk and opportunity across Asian markets, currencies and capital flows.
In a world of shifting themes and fleeting trades, the Indian family office shares its playbook of predefined bands, patient frameworks, and India at the core.
The Federal Reserve's split decision to maintain rates, with two members voting for cuts, suggests policy easing may come in September. Meanwhile, experts believe Asian central banks will likely preserve their rate differentials despite low regional inflation.
As concerns mount over the possibility of a US recession, Asian investors are adjusting their portfolios, pivoting towards defensive sectors and boosting their hedging strategies.
A trio of landmark US digital asset bills and a push to let pensions invest in alternatives signal mainstream acceptance of cryptocurrencies, with significant implications for both governance and future portfolio construction.
As geopolitical complexity grows, APAC investors are questioning the size of their US exposures and shifting toward resilient sectors in markets that could offer pockets of growth.