Asia Pacific Insights

 
View [How to engage in a sugar fix for developing markets] HowToEngageInASugarFixAbstract

How to engage in a sugar fix for developing markets

We will, and do use our position as a large shareholder to engage with companies to bring about ESG change when we think it will protect and enhance the risk-adjusted return on our clients’ capital.

29 October 2019
View [Asia half-year Outlook 2019] Second-half outlooks - Asia

Asia half-year Outlook 2019

Andrew Graham asks if a global policy change is imminent and shares his views for the rest of the year.

4 September 2019
View [China’s boost to urbanisation ] ChinaBoostAbstract

China’s boost to urbanisation

Urbanisation, a key driver of economic growth in China, is set to be boosted by a new government policy impacting a vast range of sectors

27 May 2019
View [Watching Asia grow] Indonesia building

Watching Asia grow

Rising populations, urbanisation and a fast-growing middle class have led to a huge need for housing and infrastructure right across developing Asia.

7 March 2019
View [Reaching a sweet spot for Asian markets] Reaching a sweet spot for Asian markets

Reaching a sweet spot for Asian markets

Several factors are making Asian stocks increasingly compelling right now. These indicate we are potentially nearing a sweet spot in terms of company earnings outlooks, macro improvements and current valuations.

Active Viewpoint 5 February 2019
View [Asia Outlook 2019] Asia Outlook 2019

Asia Outlook 2019

Damian Taylor and Robert Campbell, portfolio managers from our Asia team, look at the key opportunities and risks for 2019.

Video 6 December 2018
View [Martin Currie achieves top ESG rating for second year in a row] PRI A+ award 2018

Martin Currie achieves top ESG rating for second year in a row

The Principles for Responsible Investment (PRI) assess responsible investment activities across the industry each year. Their review of 2017 has been published and Martin Currie has achieved A+ ratings for its responsible investment activities.

Press release 26 July 2018