Kelvin Blacklock, CIO at Eastspring Investments says the markets that have moved up recently are those that have seen strong earnings growth. He says these defensive markets are looking expensive while the cyclicals appear cheap.» Read More
SINGAPORE, May 14- Investors are becoming increasingly picky about which bonds and stocks they buy in Southeast Asia's fast-growing economies as the risk of policy bungling makes them more discerning.
Raymond Tong, GM of Corporate Development at China Resources Enterprise shares the results of YPO's latest Global Pulse Confidence Index. The survey finds Japan's confidence level at its highest while optimism in China has tempered slightly.
Bhaskar Laxminarayan, CIO, Asia at Pictet Wealth Management shares his top picks among ASEAN markets.
GREATER NOIDA, India, May 3- Japan has tapped its reserves to invest in bonds issued by major economies in Southeast Asia, Japan's Finance Minister Taro Aso said on Friday, part of a strategy aimed at strengthening regional bond markets.
Catherine Yeung, Investment Director at Fidelity Worldwide Investment shares her top picks among the ASEAN markets and explains why Fidelity is underweight on Indonesia and Malaysia.
A surprise contraction in Singapore's economy in the first quarter of this year shows that the wealthy island state continues to struggle, prompting Credit Suisse to call for more downgrades to the country's 2013 growth forecasts.
Robert Prior-Wandesforde, Director of Asia Economics at Credit Suisse, warns that ASEAN economies are heating up while central banks are focusing on inflation and not doing what they should be - raising rates.
Cesar Purisima, Finance Secretary of the Philippines, says President Benigno Aquino III's is trying to transform the country.
Stephen Davies, CEO, Javelin Wealth Management says he had reduced his cash weights and remains fully weighted on equities, with an emphasis on Asia and emerging markets.
Catherine Yeung, Investment Director, Fidelity Worldwide Investment says investors are increasingly abandoning bonds, in favor of equities. She expects a rotation to occur from ASEAN markets into the North Asian markets.
Allan Patience, Visiting Scholar, Asia Institute, University of Melbourne says a trip by Japan's new Prime Minister Shinzo Abe to the ASEAN region is all about building friendships to counter the rise of China.
Martin Lakos, Division Director, Macquarie Private Wealth says markets are showing appetite to take on more risk and increase their focus on income generation. He favors Australian telco and banking sectors.
Ajay Kapur, Head of Equity Strategy, Asia, Deutsche Bank sees the beginning of a trend of retail investors coming back into equities, especially Asian markets.
Jim Walker, Founder and CEO, Asianomics says the new Basel III regulations may give banks more breathing room, but won't result in a much-needed shrinking of balance sheets.
Mayuree Chowvikran, Investment Strategist, Maybank Kim Eng Securities says Thailand's economy remains resilient with the SET is set for another good run next year.
Richard Harris, CEO, Port Shelter Investment Management expresses optimism that U.S. policymakers may avert a fiscal debacle but given the last minute rush, it may be nothing to brag about.
Daryl Guppy, CEO, Guppytraders.com charts the PSE Composite, while Tony Nash, Managing Director, IHS explains why he's not bullish on the Philippines. due to empty promises of institutional reforms.