Канал: Capitalmarkets Talk

Why Japanese equities are attractive now

Why Japanese equities are attractive now

How to invest in the changes towards a sustainable future?

How to invest in the changes towards a sustainable future?

Don’t overlook Japanese small caps

Don’t overlook Japanese small caps

Investors should reassess prospects for EM Debt

Investors should reassess prospects for EM Debt

Inflation - good or bad for Japanese equities?

Inflation - good or bad for Japanese equities?

Cheap valuations – time to buy US Small Caps?

Cheap valuations – time to buy US Small Caps?

Why it is smart to invest in Asia Healthcare

Why it is smart to invest in Asia Healthcare

US Small Caps – looking beyond the big names

US Small Caps – looking beyond the big names

Should you invest in REITs now?

Should you invest in REITs now?

Rare Earths ETFs – just a hype?

Rare Earths ETFs – just a hype?

Why the outlook for EM Debt is looking positive

Why the outlook for EM Debt is looking positive

US vs. Europe – what is in store for the economies?

US vs. Europe – what is in store for the economies?

Vietnam: Investing in stability and resilience

Vietnam: Investing in stability and resilience

Why investors should not shun the Chinese bond market

Why investors should not shun the Chinese bond market

What makes India’s healthcare industry so attractive?

What makes India’s healthcare industry so attractive?

Harnessing the power of AI

Harnessing the power of AI

Small caps - a great way to generate alpha?

Small caps - a great way to generate alpha?

Why Asia's healthcare market is a hot investment destination

Why Asia's healthcare market is a hot investment destination

Why it is an exciting time to invest in technology

Why it is an exciting time to invest in technology

China, a “solid Fixed Income market”

China, a “solid Fixed Income market”

Investing in Europe’s Innovation Champions

Investing in Europe’s Innovation Champions

China Equity - “a risk worth taking”

China Equity - “a risk worth taking”

The reasons to invest in China now

The reasons to invest in China now

What makes the Asia investment case interesting right now?

What makes the Asia investment case interesting right now?

Exploring opportunities in Impact Investing

Exploring opportunities in Impact Investing

China, India, ASEAN: Opportunities in Asia

China, India, ASEAN: Opportunities in Asia

ESG investing in US Equity

ESG investing in US Equity

How healthy is the Asian financial sector?

How healthy is the Asian financial sector?

What is Long/Short Equity and how does it work?

What is Long/Short Equity and how does it work?

The case for investing in India

The case for investing in India

5G & Co. - Asia Tech Investment Opportunities

5G & Co. - Asia Tech Investment Opportunities

What China investors should know now

What China investors should know now

What is the investment case for Japan equity?

What is the investment case for Japan equity?

Investment trends in India equity market

Investment trends in India equity market

Is it time to enter the European fixed income market?

Is it time to enter the European fixed income market?

Where is China headed?

Where is China headed?

Opportunities in Metaverse

Opportunities in Metaverse

Outlook for China equities

Outlook for China equities

Accomplishing Asia’s green transition

Accomplishing Asia’s green transition

Where is the value in emerging markets?

Where is the value in emerging markets?

Australia draws path for decarbonization

Australia draws path for decarbonization

Rate cuts in China proportional to weakening economy

Rate cuts in China proportional to weakening economy

Asia’s 5G ambitions and the hunt for alpha

Asia’s 5G ambitions and the hunt for alpha

Asia has a lot to offer beyond China

Asia has a lot to offer beyond China

Are Asian bonds attractive with persistent rate hikes?

Are Asian bonds attractive with persistent rate hikes?

Bond diversification is critical

Bond diversification is critical

Investing in the space economy

Investing in the space economy

Trends in China Financial Markets

Trends in China Financial Markets

Outlook for China in H2 2022

Outlook for China in H2 2022

Frontier Markets – small, but dynamic

Frontier Markets – small, but dynamic

What makes Private Credit so attractive?

What makes Private Credit so attractive?

Opportunities in European Small Caps

Opportunities in European Small Caps

“Beauties in the Backyard” – Asian smaller companies

“Beauties in the Backyard” – Asian smaller companies

Japan stock market: a cheap developed market

Japan stock market: a cheap developed market

China rarely misses its growth targets

China rarely misses its growth targets

Where is China headed?

Where is China headed?

Will inflation slow down Asian consumption?

Will inflation slow down Asian consumption?

What is behind the Indian Equities upswing?

What is behind the Indian Equities upswing?

The impact of China’s climate goals

The impact of China’s climate goals

What challenges are Emerging Asia markets facing in 2022?

What challenges are Emerging Asia markets facing in 2022?

Investment themes in Vietnam

Investment themes in Vietnam

Investing in disruptive tech in Asia

Investing in disruptive tech in Asia

Japan’s underestimated innovation potential

Japan’s underestimated innovation potential

Investment opportunities in sustainable energy

Investment opportunities in sustainable energy

China – sustained economic growth?

China – sustained economic growth?

Evergrande – has the market overreacted?

Evergrande – has the market overreacted?

Why it’s the right time for Asian growth stocks

Why it’s the right time for Asian growth stocks

What is the current perspective for Asian growth?

What is the current perspective for Asian growth?

Why Asian high yield bonds are worth a closer look

Why Asian high yield bonds are worth a closer look

Understanding the Japanese market

Understanding the Japanese market

Chinese tech through an ESG lens

Chinese tech through an ESG lens

Understanding China’s regulatory announcements

Understanding China’s regulatory announcements

Latam – all about commodities?

Latam – all about commodities?

Vietnam – better investment story than China?

Vietnam – better investment story than China?

What makes Asian bonds so attractive?

What makes Asian bonds so attractive?

China – all back to normal?

China – all back to normal?

Time to invest in value stocks?

Time to invest in value stocks?

Sustainable Asia with attractive opportunities

Sustainable Asia with attractive opportunities

Exploiting Asia’s small cap potential

Exploiting Asia’s small cap potential

Is the time right for Japan Value stocks?

Is the time right for Japan Value stocks?

India: Structural reforms give hope

India: Structural reforms give hope

Is the time right for China bonds?

Is the time right for China bonds?

What is driving demand for ESG strategies in Asia?

What is driving demand for ESG strategies in Asia?

Accessing China through a China Bond ETF

Accessing China through a China Bond ETF

Will China bond defaults rise?

Will China bond defaults rise?

China Small Caps - crucial for China’s Economy

China Small Caps - crucial for China’s Economy

China Bond Market - too big to ignore

China Bond Market - too big to ignore

US Equities – Calmer waters ahead?

US Equities – Calmer waters ahead?

Asia Consumption Growth − Untapped Potential

Asia Consumption Growth − Untapped Potential

China debt problem 2020: rising levels likely

China debt problem 2020: rising levels likely

Investing in Japanese stocks

Investing in Japanese stocks

China’s plan for the digital Yuan

China’s plan for the digital Yuan

ESG investment in Asia is taking off

ESG investment in Asia is taking off

Active stock picking in Asia

Active stock picking in Asia

Looking for change in Asia

Looking for change in Asia

How to Invest in Green Bonds

How to Invest in Green Bonds

Investing in 5G stocks

Investing in 5G stocks

ESG Investing in Asia on the Rise

ESG Investing in Asia on the Rise

China Economy: Better Prepared for Macroeconomic Changes

China Economy: Better Prepared for Macroeconomic Changes

Japanese stocks: valuation as a starting point

Japanese stocks: valuation as a starting point

Investment opportunities in China’s fund market

Investment opportunities in China’s fund market

European Equity Markets in recovery mode

European Equity Markets in recovery mode

Chinese tech stocks – more than Alibaba

Chinese tech stocks – more than Alibaba

ASEAN economies will recover strongly

ASEAN economies will recover strongly

Finding value in Indian stocks

Finding value in Indian stocks

How to Invest in the Megatrend Asian Consumption?

How to Invest in the Megatrend Asian Consumption?

Japanese Stocks: low valuations, high net cash

Japanese Stocks: low valuations, high net cash

China A-Shares: earnings growth in 2021?

China A-Shares: earnings growth in 2021?

China stocks: higher valuations for quality shares

China stocks: higher valuations for quality shares

Asian high yield at attractive levels

Asian high yield at attractive levels

Australia stocks: looking for growth drivers

Australia stocks: looking for growth drivers

Asian Dividend: Cuts more moderate than earnings fall

Asian Dividend: Cuts more moderate than earnings fall

China stocks: Internet companies with accelerated growth

China stocks: Internet companies with accelerated growth

India investing: “Be patient and long-term”

India investing: “Be patient and long-term”

China Economy: Recovery after COVID-19

China Economy: Recovery after COVID-19

Coronavirus: “Things won’t get back to normal quickly”

Coronavirus: “Things won’t get back to normal quickly”

The new normal in Asian fixed income

The new normal in Asian fixed income

How fast will China‘s economy recover?

How fast will China‘s economy recover?

Coronavirus and the Impact on Asian Fixed Income Market

Coronavirus and the Impact on Asian Fixed Income Market

Asian Credit in der Coronavirus-Krise

Asian Credit in der Coronavirus-Krise