|
Investors should follow Chinese government policy closely
By Charlotte Banks 11-Aug-2010 03:00 PM
Consumer, environment and infrastructure themes will play a dominant role in China's next five year plan, say fund managers.
|
|
Managers expect slowdown in China growth
By Charlotte Banks 06-Aug-2010 06:30 AM
China GDP is expected to slow in the third quarter, but managers still have a positive outlook.
|
|
Confidence in Japan grows
By Lora Coventry 08-Jul-2010 11:15 AM
Fund managers are getting excited about investing in Japan again, with the region appearing cheap in global terms.
|
|
Land of the rising debt
By Mark Wright 06-Jul-2010 03:45 PM
A falling population, a lack of GDP growth and a budget deficit of 8 per cent forecast in 2011 spells trouble for Japan.
|
|
Renminbi change catches investor attention
By Lora Coventry 25-Jun-2010 06:30 AM
The decision to remove the Chinese renminbi peg to the dollar has put China and the Asia region back in the spotlight.
|
|
Lost opportunities of South East Asia
By Charlotte Banks 10-Jun-2010 06:30 AM
South East Asia in particular Indonesia has long been neglected by investors, however, now is the right time to unearth opportunities.
|
|
Asian equity markets continue to outperform the West
By James Smith 14-May-2010 10:00 AM
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.
|
|
Troubled times for Thailand
By Charlotte Banks 21-Apr-2010 06:30 AM
Despite political unrest in Thailand, some fund managers believe now is the right time for investment.
|
|
China GDP figures fan flames of interest in emerging markets
By Lora Coventry 19-Apr-2010 12:00 PM
Investors may need to look beyond the obvious BRICs, says Financial Express' Lora Coventry.
|
|
Video: Funds Spotlight on Asia
By Charlotte Banks 15-Apr-2010 06:30 AM
A recent poll of Trustnet users found Asia as the region they most expect to generate returns through this year.
|
|
Investing in Asia bonds
By Samuel Riding 24-Mar-2010 12:00 PM
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.
|
|
Asia Pacific is place to be
By Jonathan Boyd 16-Mar-2010 10:00 AM
Region easily beats others in poll of Trustnet users.
|
|
Chinese property bubble under scrutiny
By Jonathan Boyd 16-Mar-2010 06:30 AM
Latest market statistics suggest supply is outstripping demand.
|
|
The pros and cons of holding Japan in Asia Pac
By Charlotte Banks 12-Mar-2010 12:30 PM
Asia Pac funds have enjoyed healthy returns over the past three years, but investors must watch out for volatility.
|
|
Russian economy not popular with institutional investors
By Samuel Riding 03-Mar-2010 11:00 AM
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.
|
|
South Korea emerges as a contender in the Asia Pac region
By Charlotte Banks 02-Mar-2010 04:00 PM
Since the FTSE reclassified South Korea 18 months ago it has performed well as a developed market.
|
|
Video: Funds Spotlight on Thailand
By Charlotte Banks 02-Mar-2010 01:00 PM
This year could be the one for smaller, export orientated Asian economies to catch up with other regional markets.
|
|
The right time to return to Taiwan?
By Samuel Riding 16-Feb-2010 12:00 PM
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 11:00 AM
China's economy is believed to have surpassed that of Japan, propelling it into the number two slot after the US.
|
|
Video: Funds Spotlight on China
By Jonathan Boyd 29-Jan-2010 09:00 AM
Martin Wood and Jonathan Boyd discuss all things China-related, as well as Anthony Bolton's new fund launch.
|
|
The return of decoupling?
By Samuel Riding 26-Jan-2010 11:00 AM
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.
|
|
Absolute return funds fail to make a splash offshore
By James Smith 21-Jan-2010 09:00 AM
Absolute Return remains something of a minority sector offshore, with many hedge fund players deliberately seeking the comforts of onshore regulation to rebuild tattered reputations.
|
|
Outlook 2010: Investment potential of the Asian markets
By Harpreet Sajjan 22-Dec-2009 09:30 AM
Fundamentals point to continued growth in the region, but can investors overcome the volatility question.
|
|
Four best sectors of 2009 identified
By Samuel Riding 21-Dec-2009 12:00 PM
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 02:00 PM
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 03:00 PM
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 10:00 AM
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 09:00 AM
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 12:00 PM
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.
|
|
Healthy gains for fixed interest vehicles
By James Smith 27-Nov-2009 12:00 PM
While bonds have not rallied as hard as equities since March, several offshore fixed interest vehicles are currently sitting on healthy gains year-to-date after a tough 2008.
|