Yeo Hui Shi

These markets provide important currency diversification beyond the US

The move towards sustainable inflation, strengthening wages and ongoing reforms to improve capital efficiency will breathe new life into its economy

The raft of stimulus can provide a short-term boost, but will likely do little to resolve China’s deeper structural issues

ON JUN 9, Narendra Modi was sworn in as India’s prime minister for a third term. This followed surprising election results; Modi’s ruling party secured a narrower-than-expected victory, despite exit p...

THIS has been a monumental year for Japan.

By embracing EM ex-China strategies, investors can limit their exposure to China while benefiting from EM opportunities

Bond valuations remain much more attractive than equities. Investors should manage their equity exposure carefully, while paying more attention to fixed income

First-half results of many S-Reits were disappointing; the overall risk-reward proposition remains unattractive

China’s property will remain a significant drag on Asian HY performance, but India is set to play a larger role, thanks to its renewable energy sector

Investors should expect a yield of over 7 per cent from S-Reits overall, based on the historical yield spread and the 10-year government bond yield