The following Q&A was extracted from a Bloomberg interview in Hong Kong with Catherine Yeung, Investment Director. As the National People’s Congress gets under way in China this week, Catherine comments on the prospects for further market reforms, the current policy mix, the earnings season and overall investment environment in China. Q: How do you [...]
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Mar
2013
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Jan
2013
Keep calm and carry on – a wise statement to inspire during war times, and for post-crisis investment in the financial markets. Keep calm when market turbulence sets in again; carry on, even when technical factors take markets in a direction that goes against your well-researched fundamental views. The aftermath of the 2008 global financial [...]
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Jan
2013
Emerging market economies have traditionally experienced cyclical ups and downs but are now starting to show signs of becoming more structurally sound, creating new opportunities for investors, says Alan Dorsey, head of investment strategy and risk at Neuberger Berman. “As we start 2013, it is becoming possible that the historical pattern for emerging markets is [...]
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Nov
2012
The slowdown in growth in China has left many investors wondering whether Asia can continue to deliver. But with the Federal Government’s White Paper calling for closer ties between Australia and Asia in the ‘Asian century’, one global investment manager says that the paper simply reinforces his view that investing directly into Asia can provide [...]
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Oct
2012
Some of the countries of Asia have been among the best places to ride out the financial crisis. “Asia as a safe haven is a novel concept for anyone who remembers the region’s own devastating financial crisis in the late 1990s,” says Tom Stevenson, Investment Director at Fidelity Worldwide Investment. “But confidence is growing in [...]
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Oct
2012
As clouds continue to shroud the outlook for global economic growth, ASEAN remains a bright spot for growth – and investors. The region is in a good position in terms of debt, has a growing middle class and government policy that is more market friendly. ASEAN economies are a bright corner of the global economy, [...]
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Sep
2012
David Urquhart, Portfolio Manager of the Fidelity Asia Fund, said, “If approved by the Germans, the bond-buying plan announced last night has the potential to provide some stability to the European sovereign bond markets. “The objective of this new plan, called OMT (Outright Monetary Transactions) is expected to provide Sovereign states with benefits similar to [...]
continue readingChina’s wealthy are becoming wine buffs and they have discovered that not all good wines come from France. Some are even willing to pay $3,000 for a special bottle of Penfolds wine. Needless to say, a country of a million millionaires turning into wine snobs is a big opportunity for Treasury Wine Estates, the owner [...]
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Aug
2012
Chinese retail sales rose by 13.1 per cent on a year ago (consensus 13.5 per cent); industrial production was up 9.2 per cent (consensus 9.7 per cent); and fixed asset investment over the first seven months of 2012 was up by 20.4 per cent (consensus 20.6 per cent). Inflation well contained. China’s annual inflation rate [...]
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Aug
2012
Investors and businesses, here and overseas, are closely watching China to see if it can once again pull itself and the West out of a downturn. Market sentiment regarding China has become noticeably bearish, as the market fears growth in China will continue to slow. They have been disappointed lately, with a range of Chinese [...]
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