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So far Asian Masters Fund has created 7 blog entries.

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