Amazon smashes Italy on R&D
US tech giant Amazon single-handedly spent more on research and development (R&D) than Italy in 2019, and even more so in 2020.
23-02-2021 | Stunning statistics
Filtering out fraud risk in Chinese A-share markets
Chinese equity markets have emerged as one of the big winners following the Covid-19 shock.
26-11-2020 | 年次アウトルック
Navigating a sea of Covid and elections noise
All of our conclusions from our previous quarterly outlook remain valid.
16-10-2020 | 四半期アウトルック
Sizing up Chinese equities – a market too big to ignore
China’s rise to become the world’s second-largest economy has been matched by the growth of its mainland stock market.
31-08-2020 | インサイト
Green signs, value and grandmother’s cupboard
As investors, we never stop learning.
20-07-2020 | インサイト
Gradually preparing for a rotation
In our last quarterly, we expected markets of countries resuming economic activity earlier than others to fare better.
17-07-2020 | インサイト
Podcast: Our man in Hong Kong
Arnout van Rijn has been investing in Asia for 25 years; for more than half of this time, he has lived in Hong Kong.
08-07-2020 | ポッドキャスト
Pandemic starts process of EMs decoupling from each other
China, Taiwan and South Korea are among the farthest ahead on the path of normalization.
11-06-2020 | インサイト
US-China conflict: the pressure intensifies on ADRs
Over the past few weeks, the US has ratcheted up its rivalry with China, with various announcements that go beyond a focus on restricting trade of goods.
27-05-2020 | インサイト
The conundrum: China or the US?
If you ask me what keeps my mind busy at the moment, I can tell you that it is not market volatility.
15-04-2020 | Column
07-04-2020 | Column
A shock of Titanic proportions
The world is facing an unprecedented public health crisis that is having a huge impact on both human society and the economy.
27-03-2020 | インサイト
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
26-03-2020 | インサイト
Podcast: One bird, two stones
Is a fundamental or quant-driven approach the best way forward for investors looking to tap emerging markets?
13-03-2020 | ポッドキャスト
It’s too early to be too gloomy about stocks
The coronavirus has given the world a financial scare as well as a health shock – but there’s no need to put equities into quarantine.
07-02-2020 | 月次アウトルック
Investing in China is a question of stock picking rather than index picking
In just a decade, Chinese assets have gone from exotic category status to that of must for global investors.
08-01-2020 | インタビュー
Never a dull moment: 25 years of emerging market investing
Today, emerging markets represent a quarter of the global equity market.
26-11-2019 | インサイト
Giving China its rightful share in your portfolio
Chinese stocks are a major new investment opportunity, yet they are under-represented in most portfolios, say Laurens Swinkels and Jaap Hoek.
23-10-2019 | 5ヵ年アウトルック
Next in fintech: ecosystem enablers
The boom in fintech and digital payments continues unabated.
22-10-2019 | インサイト
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Column
Post G20 expect delays on a trade deal, but we still need one
Reaching a trade deal would be crucial for equity markets.
05-07-2019 | インサイト
The new Long March of China
China’s attempts to combat a trade war with the US present an uphill battle for emerging market assets, says strategist Peter van der Welle.
07-06-2019 | 月次アウトルック
Five reasons for strategic allocation to China A-shares
As the A-share market opens up to investors and MSCI has taken an additional step to include A-shares, substantial capital flows are again expected to flow into China’s onshore market.
08-05-2019 | インサイト
This time it’s different: best opportunities outside of the US
Since the beginning of the year, global equity markets have staged a swift comeback.
26-04-2019 | Column
Low risk in China
Does low-risk investing work with A-shares?
13-02-2019 | From the field
Residualizing Momentum in China
Previous studies have reported weak results for standard Momentum strategies in China.
02-01-2019 | From the field
China has more to lose from a trade war than US
Tariffs will hurt China more than the US as a trade war begins in earnest, Robeco Chief Economist Léon Cornelissen warns.
09-07-2018 | 月次アウトルック
China’s vertical forest - 10,000 tons of CO2
An old Chinese proverb says: “The best time to plant a tree was 20 years ago; the second best time is now.
02-01-2018 | Stunning statistics
Factor investing also works with Chinese A-shares
Many characteristics set A-shares apart from other equities.
24-08-2017 | インタビュー
Chinese A-shares: does taking risk pay off?
Is risk rewarded on the Chinese A-share market?
27-07-2017 | リサーチ