China

Our view of the Shanghai Industrials Index outperforming the Hang Seng Financials Index is up 3.4% over the past week. With the A-Shares market breaking out of support, and the H-Shares... 2013-05-21

Japanese bond yields are surging and we believe that much higher yields are to come. We remain bearish on 10-year JGBs and are up 19 basis points on this view so far.

We are re-entering our view of the Shanghai Industrials Index to outperform Hang-Seng Financials Index (H-Fin). We held this view in April but decided to cut our losses as the financials... 2013-05-14

Japanese bonds are posting what appears to be a major reversal pattern, suggesting that much higher yields are to come. We remain bearish on 10-year JGBs and are up 11 basis points... 2013-05-13

We have entered a bullish 'MSCI Malaysia Over MSCI South East Asia' view into our asset class strategy today, on our belief that the country's equities should regain momentum now that... 2013-05-06

We continue to expect Australian 10-year sovereign bonds to outperform their New Zealand counterparts, due to superior valuations and bullish technicals. We are currently up 8 basis... 2013-05-05

We have decided to dip our toes back into Indian infrastructure equities. Though not without risks, a combination of favourable technicals, attractive valuations, and improving fundamentals... 2013-05-03