European investors may hold key to Asian bond market performance

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The European Central Bank’s aggressive monetary easing may have a significant impact on Asian bond markets, given the large presence of European investors in the region. In particular, markets in which European and Japanese investors have a greater footprint than US investors are better positioned, as monetary policies of the world’s largest central banks begin... Read more continue reading

Meeting between President Obama and Prime Minister Modi shows investors need to look at India

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Australian Ethical is investing in renewable power generation companies working in India Prime Minister Narendra Modi is looking at renewable energy to bring 300 million people out of energy poverty, how can an investor participate in this development? Australian Ethical’s International Equities Portfolio Manager, Nathan Lim, explains: Today, 300 million Indians live without access to... Read more continue reading

China on track with reforms, says AllianceBernstein

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China is likely to overcome its present difficulties and emerge as a major stabilising force in the global world economy and global financial markets, global asset manager AllianceBernstein said yesterday. The key to this outcome is that the Chinese government remains committed to its far-reaching economic and financial reforms, said Hayden Briscoe, Director—Asia Pacific Fixed... Read more continue reading

Nikko Asset Management keeps moderately overweight position on global equities

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Maintains global equities overweight on G3 economic growth and central bank policies Lower oil prices very positive for developed economies Fed could tighten in June or July, but at a moderate pace Forecasts Japan’s TOPIX to reach 1,658 by June Developed economies are set to grow at a modest pace backed by healthy economic growth in... Read more continue reading

China and India Equities Leading in Asia, says Nikko AM

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New Asia Fund overweight in China and India as regional stability continues While Asia continues its long-term strong outperformance over other emerging markets stocks, 2014 has also seen it outperform most other developed markets (including those in Australia). Nikko Asset Management’s New Asia Fund (the Fund) has overweight positions in both China and India as... Read more continue reading

Australian investors missing out on Asian fixed income opportunities

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Asian fixed income continues to be an under-owned asset class in relation to the region’s GDP and growth contribution. Perhaps this is due to Australian investor wariness over the asset class. However, we think that Australian investors are actually missing out on opportunities. Given the current low growth and low interest rate environment, most of... Read more continue reading

Globalisation has peaked

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The world’s first great era of globalisation took place after the US emerged from civil war in 1865, from when the US and the more-dominant UK imposed capitalist principles on the world. The pair’s dominance of transatlantic finance was built on free trade, the unhindered flow of capital, the exploitation of the UK’s colonies and... Read more continue reading

India looks like a better investment option after Modi’s warm reception at G20

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Insync believes he is a man for constructive change in India but one needs to be very selective in taking direct exposure in the country and prefers multinationals with exposure to the growing Indian middle class Indian-born fund manager, Nitesh Patel, believes that Narendra Modi is the man who has the attributes to modernise India... Read more continue reading

Abenomics on track despite recession: Nikko Asset Management

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Recession in Japan? 3 Key points to remember There was a large hue and cry about the recently announced Japanese GDP statistics that indicated that the country was in a recession. There are three important things to know about this, however… Firstly, these statistics often get heavily revised and it would not be shocking to... Read more continue reading

India is poised to achieve a rare economic feat over China

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India’s new Prime Minister Narendra Modi had only been in power three months before he did an estimated $1 trillion worth of damage to the global economy. In Bali in August of this year, India’s 15th prime minister sank the biggest deal the 160-member World Trade Organisation has ever nearly reached in its 19-year history. Modi... Read more continue reading