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Outlooks

Volatility in Russia's stock markets is not a new phenomenon, but the confluence of war in Georgia plus a perception of additional government intervention have resulted in a ...
By Simon Osborne | 19 August 2008
Better-than-expected corporate earnings and less risk of policy missteps will support an earnings rebound in 2009, says portfolio manager Eugene Leung.
By Rita Raagas De Ramos | 12 August 2008
Ben Fanger, managing director at Shoreline Capital, explains the work behind the firm's $1.5 billion portfolio of distressed debt in China.
By Liz Mak | 11 August 2008
When it comes to selecting star companies with visible earnings, pricing power is more important than emerging-market exposure, says Fortis Investments.
By Jame DiBiasio | 7 August 2008
The macro trends that drive global equities seem to be settling, allowing Principal Global Investors to resume long-term investments.
By Jame DiBiasio | 5 August 2008
Investment Outlook Series: Manish Bhatia, Asia-Pacific equities head at MFC Global Investment Management, says capital reduction, rising dividends and buybacks all point to a ...
By Rita Raagas De Ramos | 4 August 2008
The Singapore-based, award-winning distressed asset managers are finding a lot of opportunities caused by the credit apocalypse.
By Simon Osborne | 4 August 2008
Investment Outlook Series: Francis Chung, Asia product specialist at Halbis, says North Asian economies will likely face fewer inflationary and growth pressures.
By Rita Raagas De Ramos | 1 August 2008
Investment Outlook Series: Wilfred Sit, CIO at Mirae Asset Global Investments, says the next three to six months will provide good entry points for oversold China shares.
By Rita Raagas De Ramos | 31 July 2008
Investment Outlook Series: David MacKenzie, product manager at Schroder Investment Management, says technology shares in Taiwan, banks in China, and property developers in Hong ...
By Rita Raagas De Ramos | 30 July 2008
Investment Outlook Series: Nidhi Mahurkar, a portfolio manager at Pictet Asset Management, says the fund house is underweight on economically cyclical sectors.
By Rita Raagas De Ramos | 29 July 2008
Investment Outlook Series: Hugh Young, head of equities at Aberdeen Asset Management Asia, says an economic slowdown will weed out companies that have been expanding recklessly.
By Rita Raagas De Ramos | 28 July 2008
Richard Lacaille, global active equities head at State Street Global Advisors, talks about how to design portfolios that beat indexes in a risk-controlled way.
By Rita Raagas De Ramos | 28 July 2008
Investment Outlook Series: Vanessa Donegan, head of Far East equities at Threadneedle Asset Management, says opportunities exist in four investment themes: superior growth, ...
By Rita Raagas De Ramos | 25 July 2008
Investment Outlook Series: Andrew Tan, a portfolio manager at Deutsche Asset Management, expects Hong Kong and Singapore to face milder inflationary pressures as unemployment ...
By Rita Raagas De Ramos | 24 July 2008
Polls
Inflation in 2012 will


   |   View results
Be a non event
  50%
 
Challenge emerging markets
  33%
 
Surprise globally
  17%
TOTAL VOTES: 6

 
Magazine
Asian Investor Magazine
AsianInvestor
February, 2012