Invesco Canada blog

Insights, commentary and investing expertise

What does Trump’s rhetoric mean for Asian markets?


February 17, 2017
Subject | Active management | Institutional | Invesco | Macro views

Absent the major reform investors have been hoping for, Japan’s economy remains largely stagnant, with the yen weakening against the U.S. dollar over the last quarter of 2016. By contrast, China, along with the rest of Asia, seems poised for another year of relatively stable growth. The policies of U.S. President Donald Trump, however, could potentially spur volatility in both economies. Let’s take a closer look.

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China and Japan: Valuations are standing in the way of opportunity


June 2, 2016
Subject | Active management | Invesco | Macro views

While the first quarter of 2016 was negative for Chinese equities, the Invesco International and Global Growth team is cautiously optimistic on China in the near term given the government’s stimulus measures. We’re even more optimistic in the longer term as China transitions from an export-led economy to a consumer- and services-driven one. In Japan, however, we see that government stimulus has not been effective, and growth remains elusive.

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Headwinds create opportunity


November 15, 2015
Subject | Active management | Invesco

The third quarter of 2015 was one of the most difficult quarters I can remember for Asia and Latin America, as stocks and currencies tumbled. However, markets can change quickly, and the Invesco International and Global Growth team believes the fall in valuations has made our markets more attractive for long-term investors now than they were just three months ago.

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