Asia contributes more to world GDP growth than US and EU do combined

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Despite the low-growth world, Asia remains a bright spot. Underpinned by resilient domestic demand and strong growth in intra-Asia trade, Asian economies are less dependent on OECD countries than in... Read more continue reading

Urbanisation – the move of the century

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Definition: To make a rural area more industrialized and urban, or to increase the migration from rural areas to cities. This concept of urbanisation is certainly nothing new to most... Read more continue reading

Oliver’s Insights: China – soft landing, slow easing, shares cheap

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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... Read more continue reading

The Asian G7 & the pursuit of luxury

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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,... Read more continue reading

Asia’s stock surge approaches 30% – a bull market?

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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... Read more continue reading

Could ASEAN stocks outperform for a fifth year in 2012?

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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... Read more continue reading

What’s next for Indian equities?

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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... Read more continue reading

2012 outlook for China in the ‘year of the dragon’

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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... Read more continue reading

Enter the (year of) the dragon!

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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... Read more continue reading