Asian Investor - Views

Goldman bearish on China, favours US

Wed, 24 Apr 2013 08:50:00 GMT

Senior executives from the bank's private wealth unit set out why the Chinese stock market worries them but US equities are a buy.

Cyprus fallout set to benefit Asia's wealth hubs

Thu, 18 Apr 2013 08:50:00 GMT

The tiny island’s banking crisis will inevitably drive high-net-worth money to the exits, with Singapore in particular among those well placed to fill the gap, writes Scorpio Partnership.

Credit Suisse CIO favours equities, real assets

Thu, 28 Mar 2013 09:50:00 GMT

Stefan Keitel, the Swiss bank’s global chief investment officer, explains why he recommends underweighting fixed income and cash in favour of stocks and real assets.

The end of Swiss banking as we know it?

Mon, 18 Mar 2013 09:50:00 GMT

Structural change at Pictet and Lombard Odier to corporate partnerships underlines a new reality for Swiss banks. And about time too, says Scorpio Partnership.

Brokers set to restructure equity divisions

Tue, 05 Mar 2013 09:50:00 GMT

Under pressure from tighter regulations and shrinking trading volumes, broker-dealers say they need to reform their cash equity businesses to survive.

Cross-border RMB scheme: good or bad for HK?

Fri, 01 Mar 2013 09:50:00 GMT

Lawyers say the revolutionary mutual-recognition funds platform with mainland China will not necessarily bestow the status of Asian asset management hub the city so craves.

Taiwan, China most bullish on professional advice

Thu, 21 Feb 2013 09:50:00 GMT

Residents of the two markets appear most likely to turn to money managers to help them save for retirement, finds a global retirement survey. They are keener on financial planning, too.

RMB cross-border funds scheme: 10 key questions

Fri, 01 Feb 2013 09:50:00 GMT

Alexa Lam’s speech on a mutual-recognition funds platform between HK and China was high on rhetoric but short on detail. Here we raise key issues that need to be addressed.

Is global growth the biggest threat to investors?

Tue, 22 Jan 2013 09:50:00 GMT

There is one risk they’re not focused on: resurgent economic growth raising the prospect of monetary tightening to fight inflation. It shows how hooked markets have become on QE.

Western over-regulation will drive investment to Asia: CIC

Thu, 17 Jan 2013 09:50:00 GMT

The sovereign wealth fund’s executive VP, Jesse Wang, labels proposed US and UK regulatory change “anti-globalisation” and challenges Hong Kong to step into the breach.

Is high-yield debt overpriced?

Wed, 16 Jan 2013 09:50:00 GMT

Junk bonds may offer attractive returns relative to sovereign debt, but both asset classes are at record low yields. Are investors taking sufficient note of fundamentals?

JP Morgan aims to double funds market share

Thu, 10 Jan 2013 09:50:00 GMT

But it faces challenges. “When I mentioned diversification and long-term investing [to intermediaries], they all laughed,” says new Asia head Jed Laskowitz.

West pushing “valueless” state debt as policy: Ashmore

Tue, 08 Jan 2013 09:50:00 GMT

But this approach by developed-country governments is allowing emerging-market banks to take the lead in servicing investors in their local debt markets, argues Jan Dehn.

UBS tips equity pickup, mulls product implications

Tue, 18 Dec 2012 09:50:00 GMT

The bank expects a rotation from Asian bonds to equities on valuation grounds, with its Asia-Pacific CIO Yonghao Pu saying it may look to develop more equity-related products.

Is there an Asian local bond bubble?

Tue, 04 Dec 2012 09:47:00 GMT

The Asian Development Bank does not see a bubble forming in the Asian local-currency bond markets, but Allianz Global Investors believes otherwise.

CIC slams US regulation, accuses SEC of blackmail

Tue, 27 Nov 2012 09:50:00 GMT

Jin Liqun, chairman of the supervisory board at the Chinese sovereign wealth fund, takes a sledgehammer to the excesses of US financial regulation at a conference in Mumbai.

China-US leadership changes to benefit Asia

Fri, 09 Nov 2012 09:50:00 GMT

The re-election of Barack Obama is seen as a positive for Sino-US relations and geopolitical harmony, while China’s power transition should stabilise markets.

The global upshot of Obama v Romney

Wed, 07 Nov 2012 09:50:00 GMT

A win for Barack Obama will lead the US dollar to appreciate, says BoA Merrill, while noting the impact of US fiscal tightening on global GDP growth.

AsianInvestor will close for Chung Yeung Festival

Mon, 22 Oct 2012 09:50:00 GMT

Tuesday October 23 is a public holiday in Hong Kong so we will not publish our daily newsletter on that day.

Asia must act to maintain growth momentum: IMF

Mon, 15 Oct 2012 09:50:00 GMT

IMF director for Asia and Pacific, Anoop Singh, sees room for policy change and is positive about domestic consumption, but says collective action on growth drivers in the region is needed.

The future face(book) of banking

Thu, 06 Sep 2012 08:50:00 GMT

The recent deal between Commonwealth Bank of Australia and Facebook to deliver an online banking service may signal a changing ethos when it comes to financial technology.

How the Fed can soothe nervy markets

Wed, 29 Aug 2012 08:50:00 GMT

In a speech at The Bankers Club in Hong Kong, Charles Evans of the Chicago Fed outlines why the US central bank needs to implement a more transparent and accountable policy.

Pimco expects rising volatility, but sees positives

Tue, 07 Aug 2012 08:50:00 GMT

Deteriorating economic conditions will force a resolution to the eurozone crisis, but US growth will slow next year, it argues.

EM equity fund flows disappoint GSAM

Thu, 02 Aug 2012 08:50:00 GMT

This is despite the strong performance of several EM stock markets this year, as Goldman Sachs's ‘Next 11’ index shows.

Africa-China relations likely to change

Wed, 25 Jul 2012 08:50:00 GMT

Chinese investment in Africa has the potential to be a win-win, but more visibility on these deals is needed if current bilateral relationships are to remain healthy.