Capital Connection

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• What's Moving Global Equities? 

  

  John Vail, Chief Global Strategist for Investment Strategy Group at Nikko Asset Management tells Capital Connection why he's still bullish on Australian equities, and where he sees the U.S. and European markets in the months ahead.

• Time to Bet on Japan Stocks: Fund Manager 

  

  John Vail is Chief Global Strategist for the Investment Strategy Group at Nikko Asset Management explains why he is bullish on Japanese equities.

• Bank of Japan Feels the Heat to Act

  

  Two weeks ago the European Central Bank took the stand to show how it would end the euro zone debt crisis and last week the Federal Reserve delivered aggressive steps to revive the U.S. economy. Now it’s the Bank of Japan’s (BOJ) turn to take the central bank podium.

• China Property Stocks Face High Policy Risks: Analyst

  

  China's stock market is the worst performer in Asia so far this year with the Shanghai Composite down about 4 percent, but one sector has been doing surprisingly well..

• StanChart's Problems Far From Over Despite Settlement

  

  Standard Chartered’s $340 million settlement with the U.S. regulator which accused it of illegal transactions with Iran has bolstered its share price, but questions over its management and how much more it will have to pay in fines remain.

• Australia Is No Spain: Wayne Swan

  

  Australia’s Deputy Prime Minister and Treasurer Wayne Swan has denied that Australia’s economy is at risk of a Spain-like economic crisis, calling the thesis put forth by the former chief Asia-Pacific economist for Morgan Stanley, Andy Xie “absurd”.

• Despite Selloff, Odds Still Favor Equities: Nomura

  

  Asian shares were in the red on Friday, after investors were disappointed that the Federal Reserve Chairman Ben Bernanke didn’t hint at another round of monetary easing. However, Michael Kurtz, Global Head of Equity Strategy at Nomura is unfazed, saying over the medium-term, equities remain the asset class most likely to succeed

• 100% Chance of Further Fed Easing: Dennis Gartman

  

  The weak U.S. jobs report for May and a deterioration in the U.S. economy, will lead the Federal Reserve to announce another round of quantitative easing as early as this month, Dennis Gartman, the editor and publisher of the Gartman Letter told CNBC on Monday.

• Will ‘Master Plan’ Avoid Lehman Crisis Redux?

  

  As data from China and the U.S. showed the global economy slowing sharply, the head of the World Bank warned that the summer of 2012 is looking like an “eerie” echo of 2008, when a collapse of the U.S. mortgage market led to the collapse of Lehman Brothers.

• Forget Greece, China Biggest Risk to Global Economy: Faber

  

  Forget Greece, which is an "insignificant" economy, it is China that's posing the biggest risk to the global economy, Marc Faber the editor and publisher of the Gloom, Boom and Doom report told CNBC on Friday.

• Does 'Stunning' Rate Cut by RBA Point to Worsening Economy?

  

  The Reserve Bank of Australia's surprise move of cutting interest rates on Tuesday by 50 basis points — its biggest cut since the last financial crisis — has market analysts wondering if there's more bad news ahead for the Australian economy.

• China Mobile a Buy, Not China Unicom Despite Profit Jump: Pro

  

  China's second-largest mobile phone operator, China Unicom, posted a big jump in its first quarter earnings, helped by robust data demand, but one analyst tells CNBC he prefers the market leader China Mobile.