Asia

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Mark Mobius: Celebrating 50 years of ASEAN

The Association of Southeast Asian Nations celebrated its 50th anniversary this year. The regional cooperative was established in 1967, with Thailand, Indonesia, Malaysia, Philippines and Singapore as founding members. Brunei Darussalam, Vietnam, Lao PDR, Myanmar and Cambodia later joined. Back in 1967, the region was filled with strife, and the association was established to help […]

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Mark Mobius: Lessons from the Asian financial crisis

This month marks the 20th anniversary of the start of the Asian financial crisis, which sent shockwaves through the region and beyond. The crisis is thought to have started in Thailand in the summer of 1997, although its roots stem from even earlier systemic problems, namely in the financial sector. Thailand’s currency, the baht, had […]

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Mark Dampier: Taylor made for Asia growth

Asia has always been an exciting area in which to invest. Nominal GDP growth of 9.3 per cent per annum over the past 20 years, compared with 4.2 per cent in the US, promises fast-paced innovation. Despite this period of spectacular growth, the region has plenty left in the tank, according to Martin Currie Asia […]

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Trevor Greetham: Time to reboot Abenomics

At regular asset allocation meetings a decade or so ago a battle-scarred friend always said the same thing when asked for his views on regional equity strategy: It’s never too late to underweight Japan. Abenomics changed all that, making Japan the star performer of 2013 and 2014. Yen strength has blown Japan somewhat of course […]

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Playing the ‘new Japan’ theme

Japanese Prime Minister Shinzo Abe has recently announced his government is to introduce a ¥28tn (£200bn) package to boost the country’s flagging economy. The move had been expected in the wake of the UK’s vote to leave the EU, which Abe had warned would negatively hit the Japanese economy. However, the amount itself took markets […]

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Chinese equity star manager Diamond Lee leaves OMGI

Veteran China equity star manager Diamond Lee has left Old Mutual Global Investors to pursue “a career outside of asset management”, the group has announced. Lee was the manager of OMGI’s £47.1m China Equity fund. He was poached by OMGI in November 2014 from Ignis Asset Management where he spent 18 years as an Asian […]

Hugh Young: Japan is dancing to its own tune

Japan looks set to go to the polls this year. Votes could be cast as early as June in elections to fill around half the seats in parliament’s upper house. Prime Minister Shinzo Abe may also call a separate snap general election if he thinks this would enhance his chances of securing four more years […]