China’s LGFV debt swap – Shining light on the Shadows

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Ever since China’s 2009 stimulus program, commentators have expressed concern over the swelling of Chinese local government debt burdens – a feeling that only intensified as GDP growth slowed, exposing... Read more continue reading

Long/short – a strategy for all seasons

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The current investment environment Any discussion about the outlook for the Australian economy and Australian sharemarket needs to start with China. It’s no surprise that China has been a massive... Read more continue reading

Global equities: Finding value in a post-QE world

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Interview with Will Low, Head of Global Equity, Nikko Asset Management Q: Over the past few years, we’ve seen valuation convergence, falling stock correlations and lower risk premiums. Given this... Read more continue reading

Australian businesses still failing to understand Asian region & the real opportunities

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Connect ASEAN founder and CEO Paul Tynan welcomes and supports the recent description of the export of financial services to Asia by Federal Treasurer Joe Hockey as Australia’s ‘greatest ever... Read more continue reading

Europe looks to have stolen Japan’s mojo

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Australian Ethical observes indicators that track the production and movement of goods and services through an economy’s supply chain to gauge current trading conditions. Each month they update their proprietary... Read more continue reading

Overweight stance on global equities intact: Nikko Asset Management’s new house view shows

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Maintains long-held overweight view on global equities Shifts stance on the Fed’s first rate hike to 4Q from June/July Reverses the Eurozone’s six-month overweight stance amid rising equity valuations Enthusiastic... Read more continue reading

Eurasia Group, Nikko Asset Management pair strengths in emerging markets investment

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At a time of heightened global political risk, Eurasia Group and Nikko Asset Management are partnering to bring together Eurasia Group’s proprietary geopolitical risk indicators within Nikko’s multi-asset investment management... Read more continue reading

India a bright spot on a deflationary Asia-Pacific market landscape: Saxo

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Saxo Bank, the online multi-asset trading and investment specialist, parent company of Saxo Capital Markets has published its Q2 outlook for the global markets, revealing why it is bearish on... Read more continue reading

How a private-sector transformation could revive Japan

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Two lost decades have taken a toll on Japan’s competitiveness, but the nation has a window of opportunity to shift its trajectory. A new McKinsey Global Institute report,The future of... Read more continue reading

China’s millennials help re-write the rules on emerging-market investing

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Disruptive demographic change in China—including the emergence of an affluent class of ‘millennial’ consumers—underlines the need for investors to take a more calibrated approach to emerging markets, global asset manager... Read more continue reading