Asia: Sound fundamentals suggest no repeat 1997–1998 crisis

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While Asian currencies have been quite unstable in recent months, comparisons with the Asian Financial Crisis are over the top, in our view. External positions of the region’s economies are in a

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Lonsec assigns rating to AllianceBernstein Global Equities Fund

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Global asset manager AB (AllianceBernstein) announced yesterday that investment research house Lonsec has assigned a rating to the AllianceBernstein Global Equities Fund. The Fund takes an active core approach that seeks

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China’s policies and fundamentals converge

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Given all the negative commentary about China at the moment, it’s difficult for many investors to get a balanced perspective on the risks and opportunities there. Our bottom-up research, however,

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Reality check for Australia’s new PM: Living standards have fallen 1.4% a year since 2011, says AB

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Political opinion polls and consumer sentiment data in Australia have surged in the two weeks since Malcolm Turnbull became Prime Minister, but global asset manager AllianceBernstein (AB) questioned today whether

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The FOMC script – Another change and fruther delay in normalisation

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The Fed decided to delay the normalisation of official rates—primarily because of global financial and economic uncertainty, which, in its view, temporarily overshadowed stronger labor markets and a better-than-expected domestic

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AB steps up retail strategy with appointment of Melbourne-based regional manager

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The strategy by AllianceBernstein (AB) to build a presence in the retail market in Australia took another step forward today when the global asset manager announced that it has appointed

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US rate rise is ‘fraught with risk’ for investors in illiquid markets

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While the prospect of an increase in US interest rates is good news from a fundamental point of view the rate rise, when it happens, could prove to be a

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Asian frontier economies face refinancing risks

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Asian frontier-market economies need to refinance a significant amount of external liabilities over the coming year. Their sovereign fundamentals are not too concerning, but the timing isn’t ideal, given the

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Out of service: What’s behind the sector slowdown?

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The scale of the slowdown in the nominal growth rate for the service sector is as baffling as it is surprising. It raises the prospect of either a major mismeasurement

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China after the market intervention: What’s next?

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China’s efforts to stem the market crash have had limited success so far. In our view, attempts to boost domestic demand via the policy banks will only help prevent further

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