Subscribe to this RSS

Outlooks

Markets
Faber, Choyleva clash on commodities outlook
Marc Faber says commodities, with EM equities and real estate, will perform well, but Lombard Street’s Diana Choyleva sees emerging markets slowing and commodities suffering.
By Jame DiBiasio | 17 February 2011
Markets
Is it too late for Asian equities?
Martin Currie’s Richard Evans says only a few dozen stocks from the entire region merit owning.
By Jame DiBiasio | 10 February 2011
Outlooks
Avoid Brics, buy Japan stocks and Asia ex-Japan bonds: SG
Japan could be one of the biggest beneficiaries of quantitative easing in the US, says the French bank’s global head of asset allocation.
By Joe Marsh | 2 February 2011
Markets
There's this place called Europe, remember?
Global investors have been extreme in shunning the blighted continent, argues Oechsle’s John Simpson.
By Jame DiBiasio | 28 January 2011
Markets
Hu-Obama deal supports First Eagle investment thesis
Last week’s summit in Washington supports portfolio manager Colin Morris’s contention that US equities are the “least bad” option for investors.
By Jame DiBiasio | 27 January 2011
Markets
AllianceBernstein strategist sees gross mispricing in equities
Because investors are looking to address tail risks instead of thinking about returns, examples of equity opportunities abound, says Vadim Zlotnikov.
By Jame DiBiasio | 26 January 2011
Markets
BlackRock shifting some portfolios out of investment grade
An environment favouring equities means bond managers need to overweight those sectors with equity-like returns, says Brian Weinstein.
By Jame DiBiasio | 25 January 2011
Markets
Equities more attractive than real assets: Gurwitz
Barclays Wealth investment strategist Aaron Gurwitz says investors should look past worries in both East and West to focus on developed-market stocks.
By Jame DiBiasio | 25 January 2011
Markets
BoA Merrill seeks fresh angle to tap EM consumption
Given recent price performance and valuations of emerging market consumer companies, the bank has identified 22 large-cap stocks in the US and Europe with leverage to the EM ...
By Leigh Powell | 24 January 2011
Outlooks
Year of Rabbit investors can have carrot and eat it: CLSA
The brokerage sees patience as key amid volatility for Hong Kong stocks, and forecasts a good year for financials, gaming, gold, resources and transport.
By Leanne Wang | 20 January 2011
Markets
Korean companies cheap and cash-rich, says Allianz GI
The asset manager’s Asia-Pacific chief investment officer sets out his case for investing in Kospi 200 stocks.
By Dr Insup Lee | 19 January 2011
Markets
Aberdeen AM defends value proposition of Asian bonds
The firm’s senior PM for Asian fixed income, Adam McCabe, argues that monetary policy tightening to combat inflation in Asia will be more modest than the market is expecting.
By Leigh Powell | 14 January 2011
Commentary
Templeton's Mobius expects eurozone 'Brady bonds'
Emerging-markets bull Mark Mobius remains positive on Asia – particularly China, India and Thailand – despite a deepening European Union debt crisis.
By Joe Marsh | 12 January 2011
Markets
HSBC Global Asset Management picks key risk trades
Tension between the need to find yield and the fear of major risks means 2011 will be volatile, but dips are a time to buy, says global macro and investment head Philip Poole.
By Leigh Powell | 11 January 2011
Outlooks
Build positions during China inflation peak, urges JP Morgan AM
With China inflation anticipated to peak between May and July, the firm sees this as a good time to build positions and buy property stocks in Greater China.
By Leanne Wang | 10 January 2011
« Prev | 1... 2 3 4 5 6 ...33 | Next »
MOST READ
TOP STORIES
Jobs
Job Search
Submit Resume »
more »
Powered by
Jobs feed powered by e-financial careers
Conferences
Polls
Inflation in 2012 will
   |   View results
Be a non event
  50%
 
Challenge emerging markets
  33%
 
Surprise globally
  17%
TOTAL VOTES: 6

 
View previous polls »
LATEST FROM FinanceAsia
Latest headlines from FinanceAsia
More from FinanceAsia »
WEBCASTS
On Demand Webcasts
View all webcasts »
Magazine
Asian Investor Magazine
AsianInvestor
February, 2012