Majority of Asian shares reaped gains on Friday, despite trading volumes remaining thin ahead of the closely-watched U.S. nonfarm payrolls report.» Read More
Jonathan Cavenagh, Senior FX Strategist, Westpac Institutional Bank, explains why the yen selloff is set to run out of steam ahead of the BOJ meeting this week.
Stephen Hogan, Senior Private Client Adviser, Equities/Derivatives, Novus Capital says risk assets should rally in the coming months. He says it's a good time to add some exposure to stocks like BHP Billiton and Rio Tinto.
David Ellis, Head of Australian Banking Research, Morningstar Australasia says he is very optimistic about the big four banks in Australia, due to their strong market positions.
Hamish Pepper, FX Strategist for Asia Pacific at Barclays Capital, says the dollar is likely to trade around 86 yen within 3 months on the likelihood of more easing from the BOJ following the Japan elections.
Uwe Parpart, Managing Director and Head of Research at Reorient Financial Markets, says the Fed's plan to link U.S. interest rates with the country's unemployment figures raises many questions and may not be effective in creating jobs.
Peter Martyr, Global Chief Executive, Norton Rose says the U.S. is still a very important market for the law firm, despite the current economic issues.
Peter Whitley, Senior FX Analyst, Thomson Reuters, says with the elections still ongoing in Japan, it's too soon to expect any easing measures until at least the first quarter of 2013.
Ben Collett, Head of Japanese Equities, Louis Capital Markets says he's not too concerned about Japan slipping into a technical recession. He says he's more focused on the structural change occurring in the yen for his equity investments.
Hu Yoshida, Vice President and Chief Technology Officer, Hitachi Data Systems explains why the cost of data storage and management has been going up.
Raymond Yeung, Senior Economist, Greater China at ANZ explains why he's still optimistic about the Chinese economy despite the weaker-than-expected export data.
Paul Krake, Founder of View from the Peak: Macro Strategies, says investors shouldn't expect much from the ECB or BOE meetings later today as both central banks look set to sit on their hands.
Nick Verdi, Director of FX Strategy Asia Pacific ex-Japan at Barclays, says the Australian dollar will trade lower in the near term hurt by negotiations over the fiscal cliff which he thinks won't be resolved by the year-end.
Paul Trainor, Senior Portfolio Manager, Macquarie Private Portfolio Management says investors should still be focused on yield while interest rates are falling in Australia.
David Forrester, Senior Vice President of G10 FX Strategy at Macquarie, says the RBA may be pushed to cut rates further as Australia's economic data looks set to show more weakness in the near term.
Wayne Swan, Treasurer of Australia says weaker third quarter growth figures shouldn't be a concern. He says the country's economic fundamentals are still strong, despite market concerns about the slowing mining boom.
Hans Goetti, Chief Investment Officer at Finaport, says with central banks around the world on the verge of action, emerging markets stand a good chance of outperforming in 2013.
Steve Johnson, CIO, The Intelligent Investor says Australian investors should be looking at stocks with off-shore exposure. He also says investors need to get used to a lower growth environment.
Nicki Hutley, Director of Economics, KPMG says the RBA's decision to cut interest rates by 25 basis points was not a given. She says it could be a while until the RBA moves again on rates.
Andrew Pease, Global Head of Investment Strategy at Russell Investments, says while Europe has focused on liquidity in 2012, solvency will take the spotlight in 2013.
Keagan York, Head of FX Strategy of Compass Global Markets, says the euro is currently holding firm as investors' appetite to short the currency is waning although the outlook for the currency looks bearish.