Media

What Investors Are Saying About Asia’s Record Equity Rally

22 November 2017, Bloomberg

Asian stocks headed for a record close for the second time this month as the regional benchmark gauge surpassed its 2007 peak, led by energy and industrial stocks after U.S. equities continued their bounce from a two-week slide.

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What Investors Are Saying About Asia’s Record Equity Rally2017-11-23T06:01:40+00:00

Goldman Sees 14% Returns for Asia Ex-Japan Stocks Next Year

22 November 2017, Bloomberg

Strong corporate earnings and favorable stock valuations will help one of the world’s top-performing regions extend its runaway success in 2018, according to Goldman Sachs Group Inc.

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Goldman Sees 14% Returns for Asia Ex-Japan Stocks Next Year2017-11-23T06:02:16+00:00

China’s ‘Hard Bones’ Reform-Drive Seen Leaving Expansion Intact

16 November 2017, Bloomberg

China’s reform drive is winning plaudits from economists who are increasingly confident that excesses in the world’s second-largest economy can be tackled without derailing growth.

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China’s ‘Hard Bones’ Reform-Drive Seen Leaving Expansion Intact2017-11-17T03:41:24+00:00

Jim O’Neill Says China Fears Are ‘Completely Overblown’

10 May 2017, Bloomberg

China’s economy shows no signs of crisis even as the country’s crackdown on financial leverage has wiped almost $500 billion from domestic markets.

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Jim O’Neill Says China Fears Are ‘Completely Overblown’2017-05-11T23:01:32+00:00

Why China’s economic transition should continue to foster growth

April 2017, James Brown, Portfolio Manager

China is a unique economy, given both its scale and the fact that it is effectively centrally controlled by the Chinese Communist Party (CCP) and Central Standing Committee (CSC – led by President Xi Jinping). And while China has embraced a form of capitalism, commonly known as the ‘socialist market economy’, the CCP can exert enormous control if it wishes through its single party government. And this is what makes China so fascinating to watch.

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Why China’s economic transition should continue to foster growth2017-04-13T02:52:06+00:00

IPO Bonanza Shows There’s More Juice Left in Vietnam’s Stocks Rally

15 March 2017, Bloomberg

Rising foreign-direct investment, quickening economic growth and a privatization program that’s boosting the size of the market have offshore investors optimistic there’s more juice left in Vietnam’s stocks rally.

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IPO Bonanza Shows There’s More Juice Left in Vietnam’s Stocks Rally2017-06-28T05:44:50+00:00

Investors Are Betting Against Trump’s Trade War

14 March 2017, Bloomberg

The unpredictable novice in the White House is making emerging markets seem less dangerous by comparison, say strategists like Goldman Sachs Group Inc.’s Kamakshya Trivedi.

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Investors Are Betting Against Trump’s Trade War2017-03-16T03:29:31+00:00

Morgan Stanley Sees a Bright Decade for China Stocks

14 February 2017, Bloomberg

It may not be a smooth ride, but investors who jump into Chinese equities and hold on for the long term will end up happy, according to Morgan Stanley.

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Morgan Stanley Sees a Bright Decade for China Stocks2017-02-15T22:05:18+00:00

If Trump Hits China, Regional Demand Would Soften Blow in Asia

3 February 2017, Bloomberg

If Donald Trump slapped China with punishing tariffs, the pain would also be felt by Japan, South Korea and Taiwan, vital cogs in a regional supply chain that allows China to build widgets and gadgets for the world.

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If Trump Hits China, Regional Demand Would Soften Blow in Asia2017-02-15T00:26:34+00:00

Understanding share index investing and index composition

December 2016, James Brown, Portfolio Manager

What is the purpose of share indices? Are they an investment target, an investment return benchmark, or are they simply an indication of the investment opportunity in any particular market? To appreciate their role, it’s important to understand how they’re compiled.

In most cases, equity indices are market capitalisation weighted, meaning the larger a company is, the larger weighting it has in the index. For example, at 30 September, the Commonwealth Bank made up 8.7 per cent of the ASX200 index with the big four banks comprising over 26 per cent.

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Understanding share index investing and index composition2017-04-13T02:41:52+00:00