Point of view by Eastspring Investments Hong Kong

Why a GEM ex China portfolio

In the second episode of our podcast series on Emerging Markets and Asian equities, we will be discussing why investors should think about how to allocate to Global Emerging Markets (GEM) given the dominance of China in the GEM universe.

Value investing in Japan

In the first episode of our podcast series on Emerging Markets and Asian equities, we will be discussing the interesting investment opportunities in Japan’s universe of big and small cap stocks as well as how to navigate this market.

Asia’s “green deal”

Welcome to the point of view by eastspring investments where we offer our take on global issues affecting investment markets through a uniquely Asian lens. Hello, everyone. My name is Adam Matthews, and I'm your host for our first mini podcast series, which focuses on the opportunities in Asian bonds.

Diversify into Asian bonds

What is the impact of rising inflation and slower growth on Asia? Which segments within the Asian bond market should investors look out for maximum diversification and yield benefits?  In this podcast, we also discuss the long-term demand as well as the challenges and opportunities of investing in Asian bond markets. 

China’s onshore bond

As China shifts to a lower and more sustainable growth path, where do the opportunities lie for onshore bond investors? With transparency and disclosure issues often cited as a major challenges of investing in this market, what should investors be aware of? In this podcast, we delve into the challenges and opportunities in China onshore bond market.

China’s new environment

In the third episode of our podcast series on Emerging Markets and Asian equities, we will talk about the opportunities and challenges of investing in China amidst the current volatile backdrop.