Small cap stocks in Asia present a real and often untapped opportunity for Australian investors, says Paul Quah, head of research (Asia) at Acorn Capital. “Many of the obstacles that investors believe stop them from investing in Asia are easy to overcome and, in our view, the opportunities that await them there are definitely worth... Read more continue reading
14
Aug
2015
Even before the correction in China’s A-Shares market, a number of investors expressed to us scepticism about our positive outlook for the renminbi (RMB). Some even saw devaluation as a possibility. For a variety of reasons, we continue to see the currency appreciating. In the aftermath of China’s A-Shares correction, many investors may be more... Read more continue reading
31
Jul
2015
One of the biggest risks facing investors concerned about weak growth and market volatility in China is that they could be underestimating the country’s upside potential, research by global asset manager AllianceBernstein (AB) suggests. “Global investors have been understandably transfixed by the recent gyrations in China’s equity markets,” said the authors of the firm’s latest... Read more continue reading
28
Jul
2015
Recently in Australia to promote William Blair’s Unit Trusts, launched last year, William Blair’s International and Global Equity Specialist, Romina Graiver, said the Chicago-based asset manager’s views of the China market have significantly changed over the past six months, following new leadership focused on avoiding a hard landing of the economy while switching from an... Read more continue reading
14
Jul
2015
Beijing’s swift and high-handed policy response to the Chinese stock market’s sharp correction has raised eyebrows. In our view, however, a greater issue is whether policymakers will abandon their reform agenda and go the full monty to support the market. If they do, there is a huge amount of liquidity to be tapped, as well... Read more continue reading
14
Jul
2015
Research from Standard Life Investments, the global investment manager, suggests that the biggest threat to the global economy is currently China. In the latest edition of Global Outlook, Standard Life Investments investigates what is driving China’s growth slow-down and looks beyond simple GDP figures. Jeremy Lawson, Chief Economist, Standard Life Investments, said: “China is seeing... Read more continue reading
13
Jul
2015
The eyes of the world are on Greece as it has the potential to undermine confidence in Europe, but China is a much bigger story, says George Lucas, managing director Instreet Investment. “Indeed, the recent selloff in Australia is being driven by the correction in the mainland Chinese share market not so much the events... Read more continue reading
08
Jul
2015
New research from Standard Life Investments, the global investment manager, suggests that improvements in corporate governance at Japanese companies have the potential to raise the value of the Japanese stock market by 15% to 30%. Prime Minister Abe’s administration has announced a range of policies designed to embolden corporate risk-taking – one area with high... Read more continue reading
02
Jul
2015
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 increasingly limited revenue sources. Local governments, in a rush to tap policy stimulus, used local government financing vehicles (LGFVs) to raise bank loans to invest... Read more continue reading
09
Jun
2015
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 influence on Australia over the past decade or so. We have witnessed one of the most rapid urbanisation and industrialisation processes that the world has... Read more continue reading
29
May
2015
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