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Fund Managers
Consumers are optimistic in key emerging countries
By Rupert Walker | 18 January 2011
Higher income expectations, healthy savings and rising aspirations will fuel consumer spending in 2011, according to a new Credit Suisse survey of seven emerging markets.
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Investor optimism way down on China and energy
By Joe Marsh | 18 June 2010
In fact, asset managers are as bearish as they have been since early 2009 on several counts, according to Bank of America Merrill Lynch's June fund manager survey.
Fund Managers
Don't focus too much on China, says JP Morgan AM
By Joe Marsh | 29 March 2010
Chinese valuations are not yet in bubble territory, but investors should avoid confusing economic performance with stock-market returns, says emerging-markets head Richard ...
Views
Asian stock prices fair to slightly undervalued, says Batterymarch
By Joe Marsh | 17 February 2010
Asia ex-Japan stocks are currently valued at 13x forward earnings, with an expected growth rate of close to 20%, says Ray Prasad at Batterymarch.
Views
China and India still on top for Batterymarch
By Rita Raagas De Ramos | 10 September 2009
The fund house also sees opportunities in smaller markets such as Indonesia due mainly to strong domestic growth.
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