Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Asia
Podcast: Germany’s debt brake, Chinese tech and political polarisation – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
Japan climate policy: A pivotal year
A pivotal period for climate policy in Japan continues, with current policy efforts shaping the nation’s path to net zero. Through collaboration and advocacy, we... 
President Trump’s first couple of weeks: market implications
It has been a head-spinning few days for anyone following the policy announcements of the new US administration, with threats of tariffs for Canada, Mexico... 
Who’s afraid of DeepSeek?
The Chinese firm’s groundbreaking R1 AI model challenges many assumptions on the state of the technology. 
Is Chinese property troughing?
We believe it could be hard for the Chinese economy to reflate without a rebound or at least a trough in the Chinese property market. 
What a Trump presidency might mean for China trade relations
With Trump’s election, another round of tariffs against China seems inevitable. 
Chart of the month: Is this China’s ‘whatever it takes’ moment?
China's surprise policy announcement led to the strongest month of performance for mainland Chinese equities in a decade. What could be next? 
Gauging the impact of tariffs under Trump
One of the biggest policy differences between the presidential candidates is trade; at stake is the speed of deglobalisation. 
Chinese stimulus for a happy anniversary
China unleashed a concerted, well-timed stimulus effort last week ahead of the 75th anniversary of the People’s Republic of China and a week-long holiday. Should... 
Chart of the month: August angst in the Japanese equity market
What's happened historically following large one-day falls in a country’s stock market? Recommended content for you
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