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 model for the latest figures. International Equities Portfolio Manager, Nathan Lim, provides this month’s update:     “It’s services, stupid” The only US indicator we... 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 on emerging economies amid growth prospects in G3 and China The G3[1] economies will continue to propel growth and gains in equities prices in the... 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 process. The partnership will offer global investors a risk-controlled means of getting exposure to emerging markets. “We are experiencing a world of geopolitical creative destruction.... 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 the Asia-Pacific region, but is a major bull on India for the second quarter of 2015. Although deflationary winds will affect the country, Kay Van-Petersen,... 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 Japan: Reigniting productivity and growth, highlights potential avenues for growth and renewal, emphasizing areas where the private sector can take the lead. With its working-age... 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 AB said yesterday. “Our research shows that the days of making big money from emerging markets simply by investing in the relevant equity index are... Read more continue reading

Made in India

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Standard Life Investments, the global investment manager, believes that India could overtake China as the fastest growing Asian economy if the new government successfully implements a series of structural reforms. The latest edition of Global Perspectives examines whether India will realise its economic potential by implementing wide-ranging reforms to change India’s growth model, or if... Read more continue reading

Asia: are financial imbalances still a constraint for monetary easing?

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While some Asian central banks have embarked on a rate cut cycle, thanks to lower inflation resulting from falling oil prices, others remain cautious. The main concern among those hesitant central banks—the risk of causing over-leveraging and financial instability down the road—appears to be overdone, in our view. Disinflation driven by a sharp decline in... Read more continue reading

Westpac partners with China Australia Millennial Project

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Westpac will partner with the China Australia Millennial Project (CAMP) to bring together 200 young innovators aged 18 to 35 years from across China and Australia to tackle challenges common to both countries, including global talent and digital disruption. Supported by the Australian Department of Foreign Affairs and Trade and the New South Wales Government,... Read more continue reading

AMP Capital’s lai see for investors in the Year of the Goat

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It is Chinese tradition to give lai see or red packets as a blessing on special occasions.  With Chinese New Year less than a week away, AMP Capital has its own lai see for Asian equities investors in order to bestow good luck on them for the year ahead. AMP Capital Head of Asian Equities... Read more continue reading