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
Nick Bennenbroek, Head of Currency Strategy at Wells Fargo, says there has been a limited reaction to the recent housing data, markets are focused on upcoming jobs figures.
The convincing victory by Abe's ruling coalition on Sunday helps pave the way for long-awaited economic reforms, but only time will tell whether Abe seizes the opportunity.
HSBC's flash estimate of the China purchasing managers' index (PMI) is likely to feature high on the list of data to be watched closely in Asia this week.
Mark Matthews, Head of Research Asia at Bank Julius Baer expects dollar/yen to hit 105 by the end of 2013, which will push estimates on EPS growth up by 15-18%. He expects to make 20% returns in Japan over the next 12 months.
Steven Saywell, Global Head of FX Strategy at BNP Paribas highlights the key obstacles standing in the way of implementing reforms in Japan.
Izumi Devalier, Japan Economist at HSBC thinks Shinzo Abe is in a good position to push forward reforms but explains that the biggest hurdle he will have is reining in his own party.
Jesper Koll, MD & Head of Japanese Equity Research of JPMorgan Securities Japan, says Japanese prime minister Shinzo Abe's focus on economic reform agenda is now right on track.
Tony Nash, Managing Director of IHS points out the stark differences in China's export data over the last few months. He says the administration in Beijing has been trying to recaliberate and understand the real numbers.
When Ben Bernanke told Congress that he “doesn’t pretend to understand gold prices,” gold experts weigh in with some explanations for what could drive the price of the precious metal.
Richard Lorentz, Founding Director of KrisEnergy, discusses how the company plans to use the money it raised in its Singapore IPO.
Richard Harris, CEO of Port Shelter Investment Management thinks that Fed tapering will happen towards the end of the year and that markets will eventually come round to the fact that the picture in the U.S. is quite positive.
The CEO of one of the world's top offshore rig-makers, Singapore's Keppel Corp, will be stepping down at the end of this year. In one of his final interviews as CEO, Choo Chiau Beng describes the challenges for the rest of the year.
Chairman Bernanke’s testimony Wednesday drew swift advice from bond guru Bill Gross: buy five to seven-year Treasurys since interest rates are likely to be on hold for some time.
Kumar Palghat, Managing Director at Kapstream Capital explains why it's best to stay in equities instead of bonds as the U.S. central bank prepares markets for a tapering of stimulus.
Markus Rodlauer, Mission Chief for China, Asia and Pacific Department at the IMF discusses the the organization's latest report on China and stresses the need to rebalance growth .
June's wash-out in commodity markets – sparked by fears of that the Federal Reserve may scale back stimulus earlier than thought – has largely ran its course.
Hans Olsen, CIO of Americas at Barclays, argues that the unwinding of the Federal Reserve's massive monetary stimulus has to happen, and the sooner, the better.
Vincent Pisani, Resource Research Analyst at Shaw Stockbroking says that incoming CEO Tom Mackenzie is more focused on ground-field expansion and that's good for BHP.
Edward Dempsey, Founder and Chief Investment Officer at Pension Partners says that small caps might not yield big returns due to weakness in the housing sector.
Kelvin Tay, Regional Chief Investment Officer, Southern APAC at UBS Wealth Management discusses how the Fed's taper fears are impacting U.S. & Asian markets.