Hong Kong: Its Not All Gloom
Hong Kong has been in economic downturn since 2Q19 but is starting to show signs of recovery. An expected surge in Chinese company listings, the...
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Hong Kong: Uncertain Times But...
Hong Kong’s economy is in deep downturn and her future uncertain. The passage of the new national security bill has made sure that the island is...
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Virus Fallout - Corporate Asia's Foreign Debt
Panic has replaced complacency as the number of new coronavirus cases outside China soar. If the worst-case scenario of a global profit-led...
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Hong Kong - Fallout
We are underweight Hong Kong in our relative regional portfolio this year. The 2019 political crisis was exacting a heavy price on the economy and...
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Taiwan - The Surprise Outperformer
Taiwan has emerged as the surprise outperformer among Asia’s new industrialised economies. Taiwan’s economy has gone from strength to strength this...
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