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
The return of Realpolitik – and what it means for investors
In 1990, Francis Fukuyama declared the “End of History” in his eponymous book, foretelling the end of ideological strive and the spread of democracy throughout... 
A fresh perspective on EM: advanced economies hiding in plain sight
Who’s richer: Japan or China? The answer reveals why GDP per capita doesn’t tell the whole story. 
At a time of rapid global change, what does Asian EMD offer investors?
Once considered a niche of a niche, emerging market debt has come to the fore as a way to access the world’s most dynamic region.... 
Could a deal between Presidents Trump and Xi spark a Chinese bull run?
Gauging the winds of change in US-China relations and the impact on Chinese equity markets. 
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. Recommended content for you
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