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Renminbi change catches investor attention By Lora Coventry 25-Jun-2010
The decision to remove the Chinese renminbi peg to the dollar has put China and the Asia region back in the spotlight.

Asian equity markets continue to outperform the West By James Smith 14-May-2010
Asian equity markets continue to outperform Western counterparts, with 25 funds in Trustnet’s offshore universe up more than 50 per cent over 12 months to 10 May.

Investing in Asia bonds By Samuel Riding 24-Mar-2010
The top three performers in Trustnet’s Fixed Income Asia Pacific sector over three years to March 19 offer strikingly different approaches to investing in Asian bonds.

Russian economy not popular with institutional investors By Samuel Riding 03-Mar-2010
The Russian economy is a no go area for many institutional investors, with corporate governance concerns and state interference in private enterprise the key reasons they have branded it a basket case.

The right time to return to Taiwan? By Samuel Riding 16-Feb-2010
At the end of 2007, there was significant optimism over prospects for the Taiwan equity market, as rumblings of detente between it and mainland China suggested to many commentators that a significant amount of money would start to flow across the Strait.

Learning from Japan's mistakes By Martin Wood 15-Feb-2010
China's economy is believed to have surpassed that of Japan, propelling it into the number two slot after the US.

The return of decoupling? By Samuel Riding 26-Jan-2010
Asset managers have not talked about one of the major pre-financial crisis themes for some time now, that being the decoupling of China from the rest of the global economy.

Four best sectors of 2009 identified By Samuel Riding 21-Dec-2009
Emerging Europe, India, Singapore and Asia Pacific Single Country were the Hong Kong equity sectors to be in through 2009.

Debt burden and unemployment still trouble US By James Smith 15-Dec-2009
The US was widely tipped to lead the world out of recession earlier this year, but concerns of a massive debt burden and rising unemployment continue to linger.

Latam, Brazil funds top sector By Samuel Riding 07-Dec-2009
Finding a strongly-performing, diversified, low Beta portfolio at the top of Trustnet Hong Kong’s Equity Global Emerging Markets sector is not difficult, but it does take a while.

Japan in the doldrums By James Smith 04-Dec-2009
After a 50 per cent rally from March lows, the Japanese market is in the doldrums once again and looks set to be among the few regions ending the year in negative territory.

Taiwan: building bridges to wealth By James Chong 03-Dec-2009
The rebuilding of diplomatic ties between China and Taiwan are creating opportunities for investors.

China's energy policy in the spotlight By Samuel Riding 01-Dec-2009
It is not just China's announcement last week of pre-Copenhagen carbon reduction targets that has brought the country's energy policy to the fore.

Offshore opportunities for investors? By Jonathan Boyd 25-Nov-2009
The planned inclusion of non-UK domiciled funds in IMA sectors from the New Year may not solve all investor challenges.

Asia IPOs ignite Hong Kong's Equity International sector By Samuel Riding 23-Nov-2009
The Asia Pacific region currently has the most active stock markets in the world, but are global fund managers paying attention?

Super-cycle mode for commodities By James Smith 06-Nov-2009
With commodities firmly back in super-cycle mode, offshore funds focusing on this area have enjoyed a spectacular year with several up well over 100 per cent.

Chinese markets failing to capture strong growth By Leonora Walters 09-Oct-2009
Emerging markets such as China are growing, but stock markets in the region do not fully reflect this.

HK investors should look to property funds closer to home By Samuel Riding 02-Oct-2009
Hong Kong property prices, having fallen by 20 per cent in 2008, have soared 26 per cent so far this year due to a strong recovery in the local bourse.

China companies surpass US in first-half of 2009 By Samuel Riding 22-Sep-2009
It was widely reported in local media two weeks ago, that the earning capacity of the top 500 Chinese companies surpassed that of their US counterparts, for the first time ever in the opening six months of 2009.

HK Insurance: Risk appetite returns to the markets By James Smith 17-Sep-2009
Several high-yield bond funds are leading the sterling bond sector this year, as risk appetite returns to markets, sparking a strong rally in higher-volatility assets.

Technology funds make a comeback By James Smith 15-Sep-2009
Technology has started a slow return to popularity in recent years, with the sector now seen as one of the few that can prosper without a strong economic tailwind over the next few years.

HK Offshore Insurance: Recovery of Europe funds By James Smith 31-Aug-2009
In the powerful post-March rally, the best European funds available to offshore HK insurance investors are quickly making good, huge losses from last year.

HK Offshore Insurance: Eastern Europe back in favour By James Smith 24-Aug-2009
Eastern European funds have posted among the highest gains year- to-date, with the macro story back on track after severe dislocations in 2008.

 

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