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Emerging markets: increasing or decreasing risks?

RICHARD DUNBAR, HEAD OF MACRO INVESTMENT RESEARCH, ABERDEEN STANDARD INVESTMENTS So far, 2018 has been a difficult year for emerging market (EM) assets, which in the last few months have fared significantly worse than their counterparts in developed markets. This has been due mainly to worldwide issues but also country-specific political uncertainty. Many investors are…

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“Monsters” in the house? What to do about Malaysia’s government-linked companies

By Jayant Menon – Asian Development Bank   About a month before Malaysia’s parliamentary election in May 2018, then-opposition leader Mahathir Mohamad raised concerns over the role that government-linked companies (GLCs) were playing in the economy, being “huge and rich” enough to be considered “monsters”. Datasupport his description—GLCs account for about half of the benchmark Kuala Lumpur Composite…

Comparing Neighbours

Comparing Neighbours

COMPARING NEIGHBOURS – CHINA VS JAPAN BY ANDREW KEILLER – BAILLIE GIFFORD By definition, miracles are extremely rare occurrences, but Asia has been fortunate enough to have been blessed by more than one economic miracle in modern times. The extraordinary development of China is the most current example, with Japan’s post World War II revival…