PIMCO Secular Outlook Series: Asia

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PIMCO report on Asia: How Asia’s Growth Transitions and Policy Experiments Are Shaping the Global Outlook Key points are: Chinese GDP growth will downshift, averaging 6%-7.5% for the next five

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Embracing the prospects of proximity

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The slowdown in growth in China has left many investors wondering whether Asia can continue to deliver.  But with the Federal Government’s White Paper calling for closer ties between Australia

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Is Asia an investment safe haven?

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Some of the countries of Asia have been among the best places to ride out the financial crisis. “Asia as a safe haven is a novel concept for anyone who

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What does the ECB move mean for Asian markets?

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David Urquhart, Portfolio Manager of the Fidelity Asia Fund, said, “If approved by the Germans, the bond-buying plan announced last night has the potential to provide some stability to the

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Newton looks to South East Asia as China slows

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Concerns over China’s economic growth are broadly priced into markets and we would describe our view of the country as cautious rather bearish. “Markets reacted negatively to a wide range

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Urbanisation – the move of the century

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Definition: To make a rural area more industrialized and urban, or to increase the migration from rural areas to cities. This concept of urbanisation is certainly nothing new to most

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India’s state elections deal blow to economic reform hopes

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Indian stocks rallied in 2009 after general elections gave Prime Minister Manmohan Singh of the Indian National Congress party a more-cohesive coalition with which to accelerate the modernisation of India.

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Enter the (year of) the dragon!

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Will Asian economic growth translate to growth in equity prices in the Chinese New Year of the dragon? “We think it will,” says David Urquhart, Portfolio Manager for the Fidelity

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Investment case for Asia not just about growth

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Asian companies with healthy balance sheets are in a strong position to weather the current market volatility, reward shareholders with higher dividend payments and share buybacks, and to look for

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