While transparency remains an issue, the scale of shadow banking in China is only a fraction of what is still present in the U.S. and Europe, says David Mann, Regional Head of Research, Asia at Standard Chartered Bank.» Read More
Sean Hyman, Editor, Ultimate Wealth Report says that commodities are firming up as data out of China starts to turn positive.
Peter Morici, professor at the Smith School of Business, University of Maryland and former Chief Economist at the U.S. International Trade Commission discusses the U.S. fiscal cliff situation and the recent sovereign downgrades in the euro zone.
Bruno Del Ama, CEO, Global X Funds says that the energy plays like natural gas and unconventional oil sectors are very compelling.
Bruno Del Ama, CEO, Global X Funds says that if you want to get past the fiscal cliff, look at emerging markets like China.
As the mood turns optimistic towards the global economy, is it time to quit bonds and pile up on some risk assets instead? It may be too early, analysts tell CNBC.
Andre De Silva, Head of Asia-Pacific Rates, HSBC Global Research says investor worries about hot money flowing out of emerging markets like Malaysia and Indonesia are unfounded due to favorable market conditions.
Tim Condon, Head of Research, Asia, ING Financial Markets says market conditions are becoming more positive for risk assets. He thinks the strength of emerging markets will still heavily rely on China's economic performance.
Nelson Mattos, Head of Emerging Markets, Google shares his firm's strategy to increase its market share in the emerging world. He says people in these markets are gaining greater access to the internet.
Andre De Silva, Head of Asia-Pacific Rates, HSBC Global Research recommends investors look at the bonds of some emerging markets like Malaysia if they're looking for more yield.
Alaistair Chan, Economist, Moody's Analytics thinks the Chinese economy is in a cyclical upswing which will last for a few months. He adds that while the economy will recover, growth rates will unlikely go beyond 8%.
Eric Rosenkranz, Founder and Chairman, E.Three expresses his full confidence that the U.S. will be able to avoid the fiscal cliff by Jan 15. He adds that markets will quickly return back to normal following the resolution.
Tom Price, Global Commodity Analyst, UBS explains why he thinks gold, copper, iron ore and coal in Q1 2013. He says gold will remain a safe haven against inflation.
Stephen Nash, Director of Strategy and Market Development, FIIG Securities says low economic growth could help bonds reach new lows in 2013. He says 2013 could be a tricky year for equities with little returns.
Martin Lakos, Division Director, Macquarie Private Wealth previews what investors should expect from the calendar of events due to take place. He cites the VIX as being oddly calm despite the number of imminent risk events.
Martin Lakos, Division Director, Macquarie Private Wealth shares his expectations for HSBC's Final China PMI read for November. He says the accumulation of positive data so far will help lift market sentiment.
Companies the world over may be trying to cash in on the growth in China's middle class, but they'll have to fight increasing competition from upcoming domestic brands. CNBC's Eunice Yoon finds out more.
Alastair Newton, Senior Political Analyst, Nomura says Chinese consumers love brand labels and that the growth of Chinese brands will be one of the big stories over the next 5 years.
Rick Arney, Head of Hedge Funds at BlackRock Alternative Investors says with banks stepping back from lending, hedge funds can fill the gap in being the lender, particularly in real estate debt.
Claus Mortensen, Principal, Emerging Technology at IDC Asia Pacific says the information and communication technology sector in Asia Pacific ex-Japan will expand next year, driven by consumer growth. He also says companies are going to spend more on IT as they look to expand their businesses.
Alastair Newton, Senior Political Analyst, Nomura discusses politics and its effects on markets next year. In particular, he highlights the Israel-Iran conflict, the situation in Iraq, and the risk of an overspill from Syria.