Beyond Bulls & Bears

Why the Indian Equity Market May Need to Swallow a Bitter Pill
Equity

Why the Indian Equity Market May Need to Swallow a Bitter Pill

A slew of government reforms may have disrupted the Indian stock market in the short term. However, Sukumar Rajah, managing director and chief investment officer, Asian Equity, believes those reforms and a growing Indian middle class could present opportunities for long-term investors.

Japan’s Demographic Challenges Dampen Growth
Fixed Income

Japan’s Demographic Challenges Dampen Growth

Demographics have played—and continue to play—a key role in holding back Japan’s growth performance. Japan’s population keeps aging at a rapid pace.