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Outlooks

Instinet outlines its global expectations for 2011 and suggests that the lack of a pan-regional overhaul in Asia makes structural change unlikely.
By Leigh Powell | 7 January 2011
The private banking division favours risk assets and is overweight equities, commodities and real estate and underweight fixed income.
By Leigh Powell | 7 January 2011
But the consensus is that the world's most populous country will maintain its rapid growth in 2011, whether it raises interest rates further or not.
By Joe Marsh | 5 January 2011
Francis Cheung cites expected stabilisation in money supply and social housing plans as reasons to be optimistic about equity markets in China and Hong Kong next year.
By Leanne Wang | 22 December 2010
The UK bank’s head of emerging Asia research, Peter Redward, looks forward to another tricky year for investors and forecasts an Asian bond sell-off.
By Joe Marsh | 20 December 2010
Expectations for global growth and inflation are rising, and while the outlook on China has deteriorated fast globally, Asian investors have increased China positions, a survey ...
By Leigh Powell | 17 December 2010
The bank expects Asian currencies to see moderate appreciation against the dollar in 2011, but concerns over the sustainability of the US fiscal position could mean dollar ...
By Leigh Powell | 15 December 2010
Emerging markets will suffer most from stimulus spending by the US and elsewhere, and China’s money supply is even greater than America's, says the founder of Asianomics.
By Joe Marsh | 10 December 2010
BTIG's chief market strategist Mike O’Rourke expects US companies to achieve record earnings growth next year, driving institutional investors back into the equity market.
By Leigh Powell | 1 December 2010
Hong Kong-based investors are more inclined to look beyond Asia than their regional peers, according to a survey from Charles Schwab.
By Joe Marsh | 30 November 2010
Following her recent move from New York to join the Chinese asset manager, Lindsay Wright has plans that include alternative investment acquisitions and mini-QFII business.
By Leanne Wang | 30 November 2010
Professor Robert Haugen notes how the US monetary base has almost tripled in a matter of months. He recommends low-volatility investing in an environment of rising inflation.
By Leigh Powell | 24 November 2010
Edmond de Rothschild Asset Management recommends taking positions in various growth themes within countries that continue to benefit from China’s economic expansion.
By The Editors | 24 November 2010
The star UK fund manager believes equity investors have until the second half of next year before they enter the danger zone. He also outlines his China views.
By Leigh Powell | 23 November 2010
Investors will be keen to snap up inflation-linked bonds issued by emerging markets in the next few years, predicts Pascale Blanque, CIO at Amundi.
By Jame DiBiasio | 22 November 2010
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