Nirgunan Tiruchelvam, Equities Analyst at Standard Chartered says there is an increase in disposable income in Southeast Asia which will have a positive effect on the consumption story in the region. He believes Myanmar's beer market has potential for strong growth.» Read More
Fed meeting news awaits and Asian central banks stand pat — it's time for your FX Fix.
Medha Samant, Investment Director of Fidelity Worldwide Investment says ASEAN countries offer a sustainable, long-term growth profile. She singles out the Philippines and explains why it is the new market darling for investors.
Cesar Purisima, Finance Secretary of the Philippines makes the case for investors to pay attention to his country. He adds that the Philippines is on track to meet its economic goals for the year.
Andre De Silva, Head of Asia Pacific Rates at HSBC says India needs to address its twin deficits and inflation pressures before easing policy. He adds that monsoon woes and power outages could add further inflationary pressures.
This strategist sees emerging trading opportunities in emerging market currencies.
The European Central Bank chief lifts the euro and the Philippines go easy — it's time for your FX Fix.
Tai Hui, Head of Regional Research, Asia at Standard Chartered Bank says domestic factors will determine the resilience of Asian economies in the next few months.
Philippine stocks, the best performers in Asia this year, have gained more than 22 percent in 2012, but the market is now looking expensive compared to Southeast Asian peers, and analysts say it may be particularly vulnerable to capital outflows should the global economy deteriorate further.
Ruchir Sharma, Head of Emerging Markets & Global Macro, Morgan Stanley Investment Management says the stars of emerging markets, Russia and Brazil, will disappoint investors as they are facing serious problems. Instead, Southeast Asia may surprise on the upside.
Mark Matthews, Head of Research Asia, Bank Julius Baer warns there's a lot of policy risk in the month ahead, and that June could be a bad month for equity investors.
With Europe imploding and the U.S. markets teetering, Ruchir Sharma, Morgan Stanley, offers insight on three emerging markets.
Tai Hui, Head of Regional Research, Asia, Standard Chartered Bank, Singapore says that with proper fiscal reforms, an upgrade of Phillipine debt to investment grade is possible.
Former Philippine first lady, Imelda Marcos, was famous for her 2700 pairs of shoes. These days, such symbols of extravagance are rare in Manila. Frugality is now in vogue and the shift in thinking is originating from the top.
Andrew Freris, Chief Investment Advisor for Asia, BNP Paribas Wealth Management says despite recent gains in U.S. markets, the country's stocks continue to offer good value.
Worries over the European debt crisis, a slow recovery in the U.S. and fears over a "hard landing" for China’s economy have left global investors searching for new markets to put their money in. What are the countries with the best prospects for growth?
By several measures, Asian currencies are bargains - but be careful.
The high unemployment and low consumer confidence in the U.S. may have prompted investors to steer clear of consumer-related bets. But one fund manager is taking the opposite view, believing the return of prosperity in America will bolster shares in consumer discretionary stocks.
Emerging market central banks have a busy week ahead. Here's how to trade on the upcoming meetings.
Donald Trump, Trump Organization chairman/president discusses his plans to expand in Asia, and his meeting with presidential candidate, Mitt Romney.
The growing tension between China, Vietnam and the Philippines in the South China Sea could lead to a miscalculation and further escalation between the parties, a former advisor to U.S. Vice President Dick Cheney warned on Friday.