Japan can choose to save either the bond market or currency, but not both: Asset Manager

Nick Ferres, CIO of Vantage Point Asset Management, joins Squawk Box Asia to discuss the impact of the prolonged energy shock on global markets. He notes that the Japan is particularly vulnerable to the oil supply shock, and talks about the BOJ's policy dilemma.

CNBC International TV • May 5, 2026

Retirees Are Using EPP to Capture Asia-Pacific's Surging Bank and Mining Dividends

Asia-Pacific equities outside Japan have quietly delivered one of the stronger performances among developed-market ETFs over the past year, and most retirees haven't noticed.

24/7 Wall Street • Mar 9, 2026

APAC Equities: The Sensitivity To Oil Prices

Among APAC equity markets, Australia has a higher beta to oil prices while India, Indonesia and Thailand have lower betas. Domestic political uncertainties have been one main reason for the decoupling trend seen in Indonesia and Thailand.

Seeking Alpha • Jul 29, 2025

EPP: Searching For Yield And Stability

The iShares MSCI Pacific Ex. Japan ETF (EPP) invests in over 90 companies in developed Pacific markets, excluding Japan, with a 0.48% management fee. This ETF offers a 3.7% dividend yield and lower valuation, making it a safer option against potential sell-offs in growth and tech stocks in 2025-2026. The ETF primarily tracks the MSCI Pacific Ex. Japan Index, heavily weighted in banking, materials, and industrials, which constitute over 60% of the index.

Seeking Alpha • Mar 29, 2025

Hong Kong gives initial approval to first bitcoin, ether spot ETFs, say funds

Hong Kong conditionally approved its first spot bitcoin and ether exchange traded funds (ETFs) on Monday, money managers said, paving the way for the city to become Asia's first to accept the cryptocurrencies as a mainstream investment tool.

Reuters • Apr 15, 2024

Bitcoin And Ether Climb As Firms Approve Crypto ETFs In Hong Kong

Hong Kong has authorized its first exchange-traded funds tracking digital assets bitcoin and ether, according to statements from multiple issuers on Monday, boosting the wider market and making the city Asia's first to offer the popular products after the U.S. launched the first spot bitcoin ETFs earlier this year.

Forbes • Apr 15, 2024

Hong Kong set to approve its first spot bitcoin ETFs in April, sources say

Spot bitcoin exchange-traded funds could be launched in Hong Kong this month with the first approvals likely to be announced next week, two people familiar with the matter said.

Reuters • Apr 10, 2024

Asia-Pacific Is Not Just China

While the China macro story of ongoing transition is a headwind to the rest of Asia, there is more to the region's economic health than this.

Seeking Alpha • Feb 9, 2024

ASEAN Economic Outlook In 2024

The total nominal GDP of the ten ASEAN nations measured in US dollar terms amounted to USD 3.6 trillion in 2022, more than doubling compared with total GDP of USD 1.6 trillion in 2009. Singapore's GDP growth rate improved to a pace of 2.8% y/y in the fourth quarter of 2023 according to the advance estimate of GDP from the Ministry of Trade and Industry (MTI).

Seeking Alpha • Jan 16, 2024

Asia Continues To Fuel Global Growth, But Economic Momentum Is Slowing

The region is likely to see faster disinflation, but prospects for growth in coming years are dimming. Strong consumer spending has supported growth in Asia's three largest economies this year, but there are already signs that the region's recovery may be running out of steam.

Seeking Alpha • Oct 14, 2023