China – can it save us again?

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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... Read more continue reading

China still the land of fortune and opportunity

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There is no doubt that China’s economy is slowing and many investors have questioned whether China’s rapid economic progress of the last two decades is finally coming to an end.... Read more continue reading

Newton looks to South East Asia as China slows

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Concerns over China’s economic growth are broadly priced into markets and we would describe our view of the country as cautious rather bearish. “Markets reacted negatively to a wide range... Read more continue reading

China’s healthcare expansion on track

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As China continues its pursuit of creating a base living standard for all, healthcare and more specifically the pharmaceutical market is booming strongly. Thanks to China’s robust economic growth, its... Read more continue reading

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