Business Viewpoints and Forecasting
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Real-Estate Markets
“A flood of cash into Asian investments has pushed stocks, currencies and real-estate markets sharply higher, leaving governments struggling to stem the inflows for fear they will fuel inflation,” Fiona Law reports in The Wall Street Journal. [Read more…]
Another Emerging Asian Giant
Indonesia Stock Exchange
Indonesia’s stock-market has once again been a global leader on the upside, and the best performer in Asia since the end of 2010 – but how many of us have invested there? [Read more…]
An Unexpected Stock Market Leader in Asia
Asia Market
The Philippines stock market recently surged to a new all-time high, after the nation’s government was able to raise $1½ billion of 25-year money at a record-low yield of 5 per cent, the offer being oversubscribed more than eight times. [Read more…]
Crisis provides Opportunities
Crises offer the best opportunities for investors, although we need nerves of steel to seize those opportunities.
You might have expected all the bad news from Japan and the Mideast to clobber Asian stock markets. But they have done nothing of the sort.
After a moderate correction, the markets as a whole remain in an uptrend. The bourse you would expect to be hit the hardest, Japan, plunged immediately after the tsunami, but has already recovered half the ground lost and is now well above levels seen last year. [Read more…]
Shanghai Bund
The fundamental problem in the world economy is deflation brought about by over-supply that was not recognized until the credit bubble burst, argues Russell Napier, a highly-regarded strategist at the CLSA investment bank.
In North Asia a system that targets full capacity and full employment, with little interest in return on invested capital, is designed to over-produce. [Read more…]
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