Asian investors dismiss the prospect of a eurozone spillover from the Cyprus bailout, but see penalising depositors as a dangerous precedent that could spark bank runs in the bloc.
AMP Capital InvestorsÆ head of investment strategy, Shane Oliver, says there are many scapegoats to blame for the crisis, including financial deregulation and innovation.
The US bailout plan removes the risk of a major financial market meltdown, but restoring confidence overall will take time, says AMP Capital InvestorsÆ Shane Oliver.
Investment Outlook Series: Shane Oliver, head of investment strategy at AMP Capital Investors, favours China, Korea and Thailand, but says the firm has moved to underweight Asian shares due to inflation concerns.
AMP Capital InvestorsÆ Shane Oliver expects temporary relief mid-year, when oil prices fall to $85 per barrel before climbing again.
AMP Capital strategist Shane Oliver says the asset class provides a low correlation to shares and bonds.
Strategist Shane Oliver says it is reasonable to wonder if a re-run of the October 19 crash two decades ago is possible now.