Asia (20)

Will South Korea’s Corporate Value-up Program unlock value in the KOSPI?
ESG and long-term themes

Will South Korea’s Corporate Value-up Program unlock value in the KOSPI?

The intention behind the plan is encouraging, but we believe corporate governance reform will be...

By Trista Chen

30 May 2024

4 min read

India’s time to shine
Investment strategy

India’s time to shine

As the world's biggest democracy goes to the polls, we examine the political powerhouse that is t...
By Uday PatnaikAanand VenkatramananLee Collins
16 May 2024
4 min read
Podcast: Lunar New Year – Market Talk special
LGIM
Markets and economics

Podcast: Lunar New Year – Market Talk special

With many countries about to celebrate the Year of the Dragon, Ben Bennett explains why animal...
By LGIM
01 Feb 2024
1 min read
Friendshoring: the new not normal
Matthew Rodger
Markets and economics

Friendshoring: the new not normal

A fragmenting supply network will bring costs and benefits for rich and poor countries alike.
By Matthew Rodger
25 Jan 2024
3 min read
China’s balance sheet recession
Markets and economics

China’s balance sheet recession

History suggests downturns caused by debt-financed overinvestment tend to be deeper and longer th...

By Erik Lueth

05 Sep 2023

3 min read

China’s local government leverage: elephants in the room
Matthew Rodger
Markets and economics

China’s local government leverage: elephants in the room

The strains in China's property sector are also raising risks among local governments.
By Matthew Rodger
12 Jul 2023
3 min read
China’s housing overhang casts a long shadow
Erik Lueth
Markets and economics

China’s housing overhang casts a long shadow

We believe speculation in China's housing market jeopardises GDP growth expectations and could...
By Erik Lueth
10 Jul 2023
3 min read
Is India the new China? A quantitative assessment
Erik Lueth
Markets and economics

Is India the new China? A quantitative assessment

This is our third and final blog in this series exploring whether India might match China's...
By Erik Lueth
16 Mar 2023
4 min read