Insync FM Sees 2011 as a good time to buy global shares

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Why International Equities Now? International equity fund manager, Insync Funds Management, believes that now is the time to buy global stocks. “Over the last ten years large cap global shares... Read more continue reading

Key Global Investor Themes for Next 12 – 18 Months

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Chinese inflation – should lead to a lower $A Emerging markets inflation European debt woes not really resolved US economy may surprise on the upside, largely due US multinationals International... Read more continue reading

What to look for now in global equities

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As the world keeps changing, so does the way you should look for investment opportunities around the globe. You do not always have to invest directly in emerging markets to... Read more continue reading

What’s the most important aspect of equities to analyse?

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Think of Apple’s success and you credit the genius of Steve Jobs. Microsoft’s founder was the just-as-talented Bill Gates. News Corporation wouldn’t be what it is today without Rupert Murdoch.... Read more continue reading

Investment Briefing March 2011: Japan

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When catastrophe strikes somewhere in the world and many lives are lost, and the human suffering is unbearable for all involved, questions about the economic cost of the disaster and... Read more continue reading

NakedFunds uncovers investment in Graincorp

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The NakedFunds Australian Share Fund (NakedFunds) has invested in Graincorp (GNC). Each month NakedFunds directly engages with its Members (investors and potential investors) while conducting detailed research and analysis on... Read more continue reading

Talking Asia with David Urquhart

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David discusses how he deals with rising inflation in Asia, what’s driving the IPO boom in the region and talks about some stocks he likes. At the moment, there is... Read more continue reading

Europe’s reversal of fortunes: core trumps peripherals

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Until recently, the defining theme of European economic monetary union since its introduction in 1999 was the convergence of the peripheral economies (ex-Soviet bloc and outlying countries) and core Europe... Read more continue reading

Insync FM Doesn’t Hold Banks in its Global Portfolio – Why not?

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Insync FM Would Also Find it Difficult to Hold Australian Banks in a Global Fund Given: Their overweight home loan portfolios Their regional outlook Their recent dividend performance Sydney-based international... Read more continue reading

Can Indonesia be Asia’s star bourse for a third straight year?

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Indonesia’s stock market in 2010 was the star performer among the 10 countries in the MSCI Asia ex-Japan Index for a second straight year.1 So far, however, 2011 hasn’t been... Read more continue reading