Asia Pacific is Australia’s biggest source of investment fund flows

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Australian Investment Managers Cross-Border Flows Report 2013 The Asia Pacific region continues to be the biggest source of investment into Australian managed funds, according to the second annual Australian Investment Managers... Read more continue reading

Nikko AM: Japan corporate profitability reaches new historical high

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Recurring pre-tax profit margin for the 2nd quarter 2013 reached a record high Reflationary psychology spurred 3rd quarter personal consumption levels to more than 2% year-on-year Wage growth is key... Read more continue reading

Japan’s GDP understated as a result of declining inventories

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Japan’s GDP has been greatly understated because companies and distributors are not replenishing their inventories, according to John F. Vail, Chief Global Strategist at Nikko Asset Management, a related entity of Tyndall... Read more continue reading

Nikko AM: Japan household financial net worth at record high, result of the ‘Abenomics Wealth Effect’

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The latest research from Nikko Asset Management (Nikko AM), a related company to Tyndall Investment Management Limited (Tyndall AM) shows that Abenomics is exceeding its targets and consensus expectations on... Read more continue reading

Abenomics and the wealth effect

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Nikko AM uses the expression ‘Super-Abenomics’ to describe our expectation that Japan will exceed its own targets, as well as consensus expectations, for its new economic plans and reforms.  Of... Read more continue reading

Lessons from the ‘sleeping giant’. Not sleeping after all?

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What investors can learn from the Japanese experience At a time when investors from developed nations are facing the relatively new challenge of the ‘hunt for yield’, investors from one... Read more continue reading

PIMCO Secular Outlook Series: Asia

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PIMCO report on Asia: How Asia’s Growth Transitions and Policy Experiments Are Shaping the Global Outlook Key points are: Chinese GDP growth will downshift, averaging 6%-7.5% for the next five... Read more continue reading

China likely to maintain a ‘fine balance’

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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... Read more continue reading

Asian fixed income thoughts for 2013

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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;... Read more continue reading

Lower structural risk in emerging markets

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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,... Read more continue reading