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Dragon Capital: Vietnam on course for MSCI emerging market status upgrade

Thu, 23 Apr 2026 09:12:20 +0200

Major market reforms including the rollout of a central counterparty (CCP) clearing system and wider foreign ownership limits could see Vietnam receive MSCI Emerging Markets status by 2028.This is according to Tung Dang, Chief Economist at Dragon Capital.

BLI: Improving corporate governance in Asia

Tue, 14 Apr 2026 12:12:00 +0200

By Guy Wagner, Chief Investment Officer of Banque de Luxembourg Investments (BLI)

Asia is undergoing a profound transformation in the way corporations are governed. Historically, Asian markets were shaped by control-driven capitalism, where founding families, conglomerates, financial affiliates, or state entities exercised dominant influence over corporate decision-making. Today, several markets are moving - at different speeds and in different ways - toward a more shareholder-aware model. This is a structural, multi-year evolution that remains in its early stages.

LFDE: Kospi-pop verovert de wereld

Fri, 23 Jan 2026 09:26:19 +0100

Een pas afgezette president die de doodstraf riskeert, een traditie van presidenten die veroordeeld worden voor corruptie en vervolgens gratie krijgen van opvolgers die later soms zelf veroordeeld worden, notoir financieel ondoorzichtige industriële mastodonten, steeds snellere demografische achteruitgang, de ene grote staking na de andere … en toch een euforische aandelenmarkt: +91% in één jaar tijd. Dat stelt Alexis Bienvenu, fondsmanager bij La Financière de l’Échiquier (LFDE).

DWS: China terug op het aandelentoneel

Mon, 14 Jul 2025 11:35:13 +0200

Azië komt weer in beeld als interessante regio voor aandelenbeleggers, omdat de Chinese markt zich krachtig profileert. 'Wij denken dat China binnenkort wel eens beter kan gaan presteren dan andere aandelenmarkten', aldus Sebastian Kahlfeld, aandelenspecialist bij vermogensbeheerder DWS.

M&G: Europe and Asia are appealing amidst global real estate recovery

Thu, 10 Jul 2025 12:14:37 +0200

M&G Real Estate has today published its mid-year Global Real Estate Outlook report, which highlights that real estate markets globally are presenting attractive cyclical entry points, and that Europe, the UK and Asia are poised to be the beneficiaries of shifting capital flows as investors sharpen their focus on diversification.

Dragon Capital: Major Vietnamese government reforms will unleash growth

Thu, 12 Jun 2025 09:23:00 +0200

A combination of government reforms, global trade risk mitigation and aggressive growth targets make Vietnam an exciting investment proposition that investors can access at an attractive valuation.