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Tag: outlook

Markets
Credit Suisse PB unveils top themes for investors
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
Markets
CLSA tips China, HK stock markets to rally 20% in 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
Outlooks
Developed-market property is a good bet, says Barings
Review/outlook series: Marino Valensise, global chief investment officer at Baring Asset Management, explains why he's also keen on agricultural commodities and gold.
By Joseph Marsh | 18 January 2010
Outlooks
Invesco favours domestic sectors
Review/outlook series: Invesco is looking to avoid export-related exposure in the months ahead, says Paul Chan, Asia ex-Japan chief investment officer.
By Joseph Marsh | 4 January 2010
Markets
Big, bold bets are a thing of the past
Many fund managers would rather be left behind in a rally than make huge bets on investments that could fail miserably.
By Rita Raagas De Ramos | 5 January 2009
Commentary
Earnings downgrades versus cheap valuations
Citi says the two contradictory forces will steer the direction of global equity markets in 2008.
By Rita Raagas De Ramos | 8 January 2008
Outlooks
Aberdeen's Hugh Young resists temptation to chase gains
This is the second in a series of Q&As on Asian fund managers’ investment outlook for 2008.
By Rita Raagas De Ramos | 11 December 2007
Outlooks
JF’s Victor Lee eyes Middle East, China themes
This is the first in a series of Q&As on Asian fund managers’ investment outlook for 2008.
By Rita Raagas De Ramos | 9 December 2007
Outlooks
Investor Outlook 2004: Fay likes India
As part of a series, Deutsche Asset Management''s Sydney-based CIO, Andrew Fay gives his views on 2004.
By Kamni Bharwani | 12 January 2004
Outlooks
Investor outlook: Parbrook cautious
As part of our fund manager series, Robin Parbrook of Schroders gives his views on Asia in 2004.
By Kamni Bharwani | 12 January 2004
Outlooks
Investor outlook 2004: Donnelly bullish
In the first of a series of fund manager Q&As, New York-based Michael Donnelly of American Century Investments speaks.
By Kamni Bharwani | 12 January 2004
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aberdeen agricultural commodities agriculture asia baring asset management barings bullish cautious cfo china cio citi clsa comments credit suisse private banking donnelly emerging markets fay francis cheung gold india infoway invesco investment investor jf korea likes marino valinense parbrook paul chan review satyam victor lee
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Polls
What will be your favoured currency in Year of the Dragon?
   |   View results
US dollar
  28%
 
Japanese yen
  3%
 
Aussie dollar
  11%
 
Singapore dollar
  19%
 
Chinese renminbi
  24%
 
None of the above; gold
  15%
TOTAL VOTES: 213

 
View previous polls »
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February, 2012