Ongoing worries over China's economy weighed Asian equity markets down on Wednesday, while overnight losses on Wall Street further ignited a flight-to-safety.» Read More
Scott Nations, Chief Investment Officer & President, NationsShares says investors have dodged a bullet despite U.S. Q4 GDP showing a shock contraction and that Friday's jobs numbers could confirm a slowdown. He says the VIX gathering strength is a cause for concern.
David Green-Morgan, Global Capital Markets Research Director, Jones Lang Lasalle says the region's property sector got a drubbing last year, but is likely to rebound in 2013.
Nicholas Cunningham, Transport Analyst, Macquarie expects a 1% impact on ANA's operating earnings if the Dreamliner remains grounded each month. He discusses the relationship between ANA, JAL, and Boeing.
Tony Stringer, MD & COO, Global Sovereigns and Supranationals, Fitch Ratings says concerns over India's structural issues and pace of reforms must be addressed before Fitch can raise its outlook on India.
Paul Krake, Founder, View from the Peak: Macro Strategies warns of a credit crisis in China. He says the composition of growth is skewed and reforms aren't taking place quickly enough.
Paul Krake, Founder, View from the Peak: Macro Strategies explains why the Fed will not wait until the U.S. unemployment rate hits 6.5% before it ends its bond buying program.
David Ratliff, Head of Investor Sales & Relationship Management, Citi Asia Pacific says real demand will drive an economic recovery this year and this might see investments go into credit and high yield.
Tim Speiss, Partner-In-Charge, EsinerAmper thinks U.S. lawmakers are putting serious consideration into spending cuts. He says the economic picture for the U.S. looks rosy in 2013.
Tim Speiss, Partner-In-Charge, EsinerAmper says markets have overreacted to positive news and warns of volatility ahead.
Kevin Landis, Co-Founder & CIO, Firsthand Technology Funds says Yahoo! CEO Marissa Mayer has made all the right moves to revive the firm. He adds that he's waiting to see the next big thing from Yahoo before investing in the stock.
Curtis Chin, Senior Fellow, Asian Institute of Technology says Obama's Asia pivot has been too much about defense. He calls for greater emphasis on business, education and culture.
Brian Waterhouse, Senior Analyst, Japan Banks, CLSA discusses the merits of increasing exposure to Japan's banking sector. He adds that loan growth is still fairly anemic.
Pablo Goldberg, Global Head of Emerging Markets Research, HSBC expects the Reserve Bank of India to cut its repo rate by 25 bps. He says there is not enough room for aggressive easing.
Steven Englander, Global Head of G10 FX Strategy, Citi discusses the impact of currency wars on Forex markets.
Howard Marks, Chairman and Founder, Oaktree says money markets are not free, thus obscuring economic cycles. He says that governments have made it clear that they want to keep liquidity cheap.
Sean Hyman, Editor for Money News, Ultimate Wealth Report is bullish on platinum and palladium. He says platinum could hit $2,000.
Rob Wertheimer, Principal, Vertical Research Partners says Caterpillar has one of the best mining businesses in the world and an accounting scandal is a misstep.
Michael Gayed, Chief Investment Strategist, Pension Partners flags the potential for a 'meaningful' decline in markets. He explains why a divergence in oil prices could be reason for a sell-off.
Michael Gayed, Chief Investment Strategist, Pension Partners says the markets are primed for a surprise decline and that the time to be bullish was during the fiscal cliff countdown.
Growing optimism about the economic outlook and a string of upbeat earnings has put global equity markets on a strong footing at the start of the year.But hold on, say strategists, pointing to a risk that investors are underestimating: a U.S. budget sequester.