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October, 2010
October, 2010
Beggaring thy neighbourThe Panic of 2008 and the resultant recession has beenAmerica’s worst since the Great Depression; the recovery, itsmost anemic.Yet, despite the global nature of the Panic of 2008, the worldseems to have avoided trade wars. Has protectionism, thenumber-one fear among ...
September, 2010
September, 2010
The next 10 years: Greater China becomes an asset classThis issue of AsianInvestor marks our 10th anniversary. It isdedicated to analyzing the past in order to understand thefuture of asset management. The future trend that I see is theemergence of Greater China as an asset class, separate ...
July, 2010
July, 2010
Renminbi reversalOver a weekend in June, the People’s Bank of China announcedit was moving its currency regime from a US dollar peg to amanaged float against a secret basket of currencies, in order tomake it more flexible.The measure is designed to please everyone.The United States Treasury has ...
June, 2010
June, 2010
Trouble, yuan way or anotherSo far, the unfolding of the global financial crisis has beenabout excess debt, either among American subprime borrowersin 2007-08 or European welfare states in 2010.If there is excess debt, then there must also be excess credit.The fear now is whether the global ...
May 2010
May 2010
The rule that countsIt’s a confusing world for institutional investors. As we went topress, headlines were full of stories about Greece entering intoan IMF restructuring program and Goldman Sachs facing a USSecurities & Exchange Commission lawsuit for alleged fraud.These problems are increasingly...
April 2010
April 2010
Chasing growth  Fidelity International recently commissioned a survey of 109global institutional investors, in which 58% say they will increaseallocations to China, 47% will increase allocations to India, 44% toAsean markets and 30% to South Korea.Attracting these flows is a belief in ...
March 2010
March 2010
Retail advisory redux   In September 2009, AsianInvestor's cover story exhorted regulators in East Asia to take seriously a dramatic restructuring of how mutual funds and other investment products are sold.Our argument, printed on the cover, was that "Retail will pay for advice" ... ...
February 2010
February 2010
Selling solutions   The heads of large, global asset-management companies increasingly speak not of product, but of solutions. Although 'solutions' is a perennial buzzword, it has gained currency even as institutional investors look for products beyond actively managed, commingled ...
December 2009
December 2009
The gong of the dong   The events of September 2008 surrounding decisions taken by US authorities concerning Lehman Brothers, AIG and Tarp are the fulcrum of the credit crisis. This year, world governments led by Washington and Beijing prevented the possibility of a 1930s Great ...
November 2009
November 2009
Back to what?   There is irony in our cover story's argument that exchange-traded funds won't become a force in Asia without a lot of innovation.Here you have products that are meant to be as vanilla as they come: cheap, transparent, obvious beta – the perfect solution for all you ...
October 2009
October 2009
Too good to be true?   When meeting people in Hong Kong or Singapore or China, I see a glazed expression of wonderment on many faces. The worst economic crisis has laid the world’s greatest financial institutions prone and so naturally in Asia the impact has been...it's been...well,neve...
September 2009
September 2009
A year without Lehman   This month marks the anniversary of Lehman Brothers' 15 September bankruptcy.Of all the institutions that failed or required government support in 2008, only Lehman's demise has become shorthand for the global financial crisis. For example, I recently visited an ...
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Polls
What will be your favoured currency in Year of the Dragon?





   |   View results
US dollar
  29%
 
Japanese yen
  3%
 
Aussie dollar
  11%
 
Singapore dollar
  19%
 
Chinese renminbi
  24%
 
None of the above; gold
  14%
TOTAL VOTES: 214

 
Magazine
Asian Investor Magazine
AsianInvestor
February, 2012