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Craig Botham, Schroders Asset Management
From Regions / Asia / India

Modi’s victory heralds dawn of a ‘new era’ for India

Investors are confident that newly elected Indian prime minister Narendra Modi will be able to swiftly implement much needed reforms

Great Wall
From Regions / Asia / China

Plotting a path into Chinese equity markets

Once the decision to allocate to Chinese equities has been made, investors must determine how broad an area to focus on and whether to go for a foreign or domestic manager

Derrick Irwin, Wells Fargo
From Regions / Asia / China

Political pressures put investors off emerging market equities

Recent sell-offs in emerging market equities have been dramatic, but most fund managers believe the asset class remains a compelling long-term investment

Steven Wieting, Citi Private Bank
From Regions / Asia / China

Emerging markets down but not out

Political upheavals and the tapering of QE have hit emerging markets hard, but some investors are highlighting the attractive valuations and long-term opportunities available in these economies

PWM 0414 Cover

Société Générale's return home a sign of things to come

SocGen’s sale of its Asian private banking unit to DBS marks a change of emphasis for the bank and could be the first of many

Ineke Valke, Theodoor Gilissen

Should investors still favour emerging economies?

Ineke Valke of Theodoor Gilissen and BlackRock’s Jeff Shen discuss the role emerging markets should be playing in portfolios

Scilla Huang Sun, Swiss & Global
From Regions / Asia / China

Luxury loses some lustre amid emerging market woes

Luxury brands have flourished in recent years, but how will they be affected by the slowdown in emerging markets and the Chinese government’s crackdown on excess?

Joohee An, Mirae Asset Global Asset Management
From Regions / Asia / China

Value still available amid Asian consumer boom

Investors are drawn to the dramatic rise of the Asian consumer, but is the best way to access this trend via regional companies on the way up or through established global brands?

Peter Jenkins, Nomura Asset Management UK
From Regions / Asia / Japan

Will Abenomics finally bring an end to Japan’s lost decades?

Nomura’s Peter Jenkins and Mads Pedersen of UBS Wealth Management debate whether Abenomics will prove to be a lasting cure for Japan’s ills 

Alvaro Sobrinho, Banco Valor
From Regions / Asia

Should investors head to Africa or Asia in the hunt for returns?

Banco Valor’s Alvaro Sobrinho and James Cheo from HSBC Private Bank debate the merits of investing in Africa and Asia

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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