China: Firmer data reduce downside risks
Stronger-than-expected data across September and August should moderate some of the pessimism around China’s outlook, but risk tempering stimulus.
Asia accounts for over 50% of global CO2 emissions but also almost half of the world’s installed renewable-energy capacity. Watch and read how the region’s sustainability push has created new opportunities.
More than any other region in the world, Emerging Asia has the foundations in place to deliver economic outperformance to 2050 and beyond. We outline five reasons why Asia’s future is looking especially bright.
We anchor our investment approach and processes in fundamental research, team debate and rigorous security selection, unlocking insights designed to drive positive client outcomes.
We focus on three core investment principles: high-quality business models, sustainable revenue drivers and attractive market valuation. Our aim is to create value for clients over the long term.
Our investment capabilities span public and private assets across the major asset classes: