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Barclays Wealth investment strategist Aaron Gurwitz says investors should look past worries in both East and West to focus on developed-market stocks.
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 ...
The brokerage sees patience as key amid volatility for Hong Kong stocks, and forecasts a good year for financials, gaming, gold, resources and transport.
The asset manager’s Asia-Pacific chief investment officer sets out his case for investing in Kospi 200 stocks.
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.
Emerging-markets bull Mark Mobius remains positive on Asia – particularly China, India and Thailand – despite a deepening European Union debt crisis.
Emerging-markets bull Mark Mobius remains positive on Asia – particularly China, India and Thailand – despite a deepening European Union debt crisis.
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.
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.
Will travels into the future and takes a look back at the year 2011.
The private banking division favours risk assets and is overweight equities, commodities and real estate and underweight fixed income.
Instinet outlines its global expectations for 2011 and suggests that the lack of a pan-regional overhaul in Asia makes structural change unlikely.
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.
Here are my favourite stories from our online reporting over the past year.
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.