China’s growth rate has slowed to 8.1%…given monetary easing it is likely to stabilise at around 8% this year, consistent with a soft landing. Chinese economic data for March contained something for everyone. The bears could point to the weaker than expected GDP growth rate, the slowdown in property sales and dwelling starts and the... Read more continue reading
19
Apr
2012
Economic power is shifting from the old Group of Seven nations (Canada, France, Germany, Italy, Japan, UK and the US) to the new Asian G7 (China, Hong Kong, India, Korea, Malaysia, Singapore and Taiwan.) Meanwhile, the luxury index hits record highs: A sharemarket index of luxury good companies hit record highs in mid-March before since... Read more continue reading
11
Apr
2012
The rally in Asia stocks from their lows last October has gone well beyond the level that some define as a bull-market rally – a surge greater than 20%. For at the end of February, the surge was just under 30%. Global and local factors lie behind the 29.6% in the MSCI Asia ex-Japan Index... Read more continue reading
13
Mar
2012
ASEAN economies are expected to grow between 3% and 5% this year – will their sharemarkets echo this? Many of Asia’s biggest stock markets had a poor 2011. That helped to make the steady performance of the four emerging ASEAN countries in the MSCI Asia ex-Japan Index even more remarkable. Stock benchmarks in the Philippines,... Read more continue reading
01
Mar
2012
Indian equities disappointed investors in 2011 with one of the worst performances among emerging markets. The combination of a slowing global environment and slowdown in India’s domestic economic activity led to a 24% fall in the MSCI India Index in rupee terms, with foreign investors further hindered by a depreciation in the rupee. What’s ahead... Read more continue reading
16
Feb
2012
The China investment team at Fidelity Worldwide Investment is optimistic about Chinese equities in the new Chinese year. While the Chinese economy is expected to slow to around 8% in 2012, the fast growing and increasingly affluent middle class and continuing government support will continue to support domestic economic activity. Martha Wang, Portfolio Manager of... Read more continue reading
24
Jan
2012
Will Asian economic growth translate to growth in equity prices in the Chinese New Year of the dragon? “We think it will,” says David Urquhart, Portfolio Manager for the Fidelity Asia Fund. “The Organization for Economic Co-operation (OECD) forecasts the Asian region to grow around 7% in 2012. According to the Chinese zodiac, 2012 is... Read more continue reading
17
Jan
2012
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