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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
