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
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.
Ajay Kapur, Asian Head of Equity Strategy, Deutsche Bank says looking at valuations doesn't work. He advises investors to buy stocks that guarantee earnings and return on equity.
Michael Araneta, Consulting & Research Director, IDC Financial Insights Asia Pacific says Asian banks will spend 2013 focused on their home markets as they fill the vacuum left by European banks.
Erik Lueth, Senior Regional Economist, RBS details why 2013 will be a good year for Asia. He says domestic demand has held up, ASEAN has been growing above historical rates and that the slowdown in the economies of China and India has been domestically-driven.
Iwan Azis, Head of Office of Regional Economic Integration, Asian Development Bank doesn't think the ASEAN economic community will meet all its targets by 2015, but stresses the significance of the community-building consensus in the bloc.
Lorraine Tan, Director of Equity Research at S&P Capital IQ shares her strategy for trading the ASEAN markets.
The Chinese Communist Party mouthpiece treated The Onion's spoof of Kim Jong-un as the"Sexiest Man Alive" for 2012 as a straight-laced story, heralding The Onion's "honor" of the stout North Korean dictator. The Christian Science Monitor reports.
China’s neighbors are seething with anger over new Beijing-issued passports that they see as the latest, underhand, Chinese jab in an ongoing regional row about maritime territory. The Christian Science Monitor reports.
Hugh White, Professor of Strategic Studies, Australia National University says Obama's swing through Southeast Asia re-affirms his commitment to the region while bringing to light the rivalry between the U.S. & China.
Avery Poole, Lecturer at the University of Melbourne says China will pay close attention to U.S. President Obama's visit to Cambodia and Myanmar, some of Beijing's allies in the region.
Andrew Rickards, CEO, Yoma Strategic Holdings says that there's a lot of scope to invest in Myanmar as the country makes its investment rules clearer.
Leif Eskesen, Chief Economist for India & ASEAN at HSBC thinks the Fed's QE3 is one of the few remaining tools left that is still capable of fixing the U.S. economy.
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.
Alexander Feldman, President, U.S.-ASEAN Business Council thinks Myanmar's path to progress is a positive for investors. He adds that big-scale investments are unlikely in the near term as regulatory challenges remain.
David Carden, United States Ambassador to ASEAN says that Asean's integration blueprint is extremely ambitious and that the group has already achieved 60-70% of their goals.
David Roes, Chief Executive Officer, Asean Investment Management said the Vietnamese could yield returns of as much as 160 percent in the next three years.
Ismael Pili, ASEAN banks analyst, Macquarie Securities said he likes ASEAN banks for their resilience and the strong domestic demand story.
Timothy Wong, Managing Director & Head at DBS Group Research says ASEAN markets will continue to see upside in the second half of this year.