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Tina Chang
Article 5 min read

The true cost of Hong Kong’s cheaper audits - and how investors can help fix it

Auditors under pressure in Hong Kong could be a blessing in disguise for investors hoping to reshape corporate governance in their favour.

Tina Chang + 1 other | 22 July 2024

Tina Chang
Article 3 min read

Field Notes: This Chinese dairy company is taking a grass-roots approach to reclaiming deserts

Deep in northern China, a dairy producer discovers that reclaiming desert land helps it build a more robust and sustainable business.

Tina Chang + 2 others | 9 October 2023

Tomohiro Ikawa
Article 1 min read

Chart Room: Easing Japan’s ‘June jam’ of shareholder meetings

The pile-up of annual general meetings at the end of June in Japan can be a pain for investors, but jams have been easing somewhat in a positive sign.

Tomohiro Ikawa + 1 other | 8 June 2023

Flora Wang
Article 1 min read

Chart Room: Shifting sands in China’s ESG landscape

Fidelity International's survey shows investors and customers are playing an increasingly important role in driving ESG strategies at Chinese companies.

Flora Wang + 1 other | 31 May 2023

Tomohiro Ikawa
Article 2 min read

Japan’s stock market reform gathers steam

The Tokyo Stock Exchange is taking steps in the right direction on some long overdue reforms, but more still needs to be done.

Tomohiro Ikawa + 1 other | 6 April 2023

Steve Ellis
Article 3 min read

Suisse roll-up

An historic last-minute takeover of Credit Suisse by UBS offers an imperfect solution as regulators seek to contain broader systemic risk.

Steve Ellis + 2 others | 21 March 2023

Fidelity International
Article 2 min read

Fidelity International China Stewardship Report 2022

Gaining traction: Fidelity International China Stewardship Report 2022. A proprietary study of shareholder stewardship, voting and engagement trends in China.

Fidelity International | 23 November 2022

Tomohiro Ikawa
Blog 3 min read

Waiting for the sequel: Japan’s stock exchange reforms

A highly anticipated round of reform at the Tokyo exchange has left many questions unanswered, but rising ESG awareness shines a light on the way forward.

Tomohiro Ikawa + 1 other | 14 August 2022

Catherine Yeung
Podcast 47 min listen

The Investor's Guide to China podcast: Engaging with companies in China

To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation.

Catherine Yeung + 9 others | 14 August 2022

Jenn-Hui Tan
Article 4 min read

Overview: ESG 2.0

An ESG evolution is underway.

Jenn-Hui Tan | 25 July 2022

Miyuki Kashima
Article 3 min read

Now and zen: Japan’s quiet rise

Inflation may be a scourge elsewhere, but Japan is unruffled. Instead, the world’s third-largest economy is showcasing its appeal to investors.

Miyuki Kashima + 1 other | 15 May 2022

Carsten Roemheld
Podcast 35 min listen

Rich Pickings podcast: The ESG questions raised by the Russia-Ukraine war

Carsten Roemheld discusses the ESG questions raised by the Russia-Ukraine war and the implications for asset allocation.

Carsten Roemheld + 4 others | 4 May 2022

Tomohiro Ikawa
Article 4 min read

You’re on mute: Shareholder meetings in the post-Covid era

Shareholder meetings have mostly moved online since Covid's outbreak. But a full and permanent switch to virtual formats would spell drawbacks for governance.

Tomohiro Ikawa + 3 others | 24 March 2022

Tomohiro Ikawa
Article 4 min read

ESGenius: Boosting board independence in Japan

Regulatory reforms have created new opportunities for active shareholders to engage with Japanese companies on key governance issues like board independence.

Tomohiro Ikawa + 1 other | 16 December 2021

Martin Dropkin
Blog 4 min read

Credit risk at China’s SOEs in focus amid Huarong saga

China’s bond and equity markets have been rattled by concerns that state-owned enterprises could face greater default risk.

Martin Dropkin + 4 others | 4 June 2021

Amit Goel
Article 4 min read

Unlocking India’s structural opportunities: 10 charts

Reforms and new infrastructure paving the way for manufacturing investment and employment will be key to unlocking India’s next stage of development.

Amit Goel + 2 others | 9 December 2020

Alvin Cheng
Blog 3 min read

China bond defaults signal a coming of age as state safety net shrinks

Bond defaults by state-owned enterprises have rattled China’s onshore credit markets. We see this as an important if painful step in curtailing moral hazard.

Alvin Cheng + 1 other | 24 November 2020

Bertrand Lecourt
Article 5 min read

China takes aim at trash

A massive nationwide effort is underway to improve China's waste management systems.

Bertrand Lecourt + 3 others | 11 November 2020

Dhananjay Phadnis
Article 6 min read

ESGenius: On governance, and spotting corporate cons

ESGenius: On governance, and spotting corporate cons

Dhananjay Phadnis | 5 August 2020

Paras Anand
Article 6 min read

Post-Covid environment offers new testing ground for sustainable growth in China

China’s nascent trend in ESG investing appears to be alive and well despite the disruption caused by the Covid-19 pandemic.

Paras Anand + 1 other | 2 July 2020

Alex Duffy
Blog 3 min read

ESG: Focus on the ‘G’ and the rest will follow

Most companies with good ‘E’ and ‘S’ practices have strong governance but it's rare to see firms with poor governance uphold high ‘E’ and ‘S’ standards.

Alex Duffy | 19 July 2019

Alvin Cheng
Blog 3 min read

In Baoshang Bank takeover, China takes aim at moral hazard

The recent move by regulators in China to take over Baoshang Bank marks a significant event in the development and liberalisation of China’s capital markets.

Alvin Cheng + 1 other | 5 June 2019

Nicholas Price
Blog 2 min read

Japan’s companies are evolving against a solid economic backdrop

Japan is changing, meaning better profits and returns for companies. Combined with attractive valuations, this can mean sustainable investor returns.

Nicholas Price | 3 October 2018

Gary Monaghan
Article 3 min read

MSCI A-share inclusion is a milestone for China’s onshore capital markets

It’s a game-changer for both the mainland and investors, even though, on the face of it, it’s not yet a particularly high-stakes game.

Gary Monaghan + 1 other | 6 July 2018

Video 6 min watch

What is and what isn't ESG: the investors' definition

Investment chiefs from Denmark, Italy and Japan on how they define what is - and what isn't - ESG, and how it informs their approach to investing.

| 5 April 2018

Hiroki Sampei
Article 5 min read

ESG leadership: Japan steps forward as the US steps back

When it comes to policy leadership in the arena of environmental, social and governance factors, Japan is stepping up even as the US is stepping back.

Hiroki Sampei + 1 other | 5 April 2018

Paras Anand
Article 8 min read

Longer cycle, shorter horizons: Governance at the end of the cycle

Why extra scrutiny of corporate governance, especially capital deployment decisions, is necessary towards the end of the cycle.

Paras Anand + 1 other | 5 April 2018

Aela Cozic
Article 10 min read

Defining ESG: Evolution not revolution

ESG investing seems all the rage, but what does this focus on environmental, social and governance criteria actually mean for investors?

Aela Cozic + 1 other | 5 April 2018

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