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Current DateTime: 08:03:27 23 Nov 2009
LinksList Documentid: 32506527
    • Coping With Less Liquidity  03 Oct 2009

        As global central banks seek out a perfect exit strategy, CNBC takes a look at how currencies could trend with the exodus of liquidity. And while derivatives may have been taboo during the financial crisis, some investors seem to be falling in love with the game of risk.

    • One Year On: How Banks Are Managing Risk  03 Sep 2009

        One year on, from the collapse of Lehman Brothers, Protect Your Wealth looks at what banks and financial institutions are doing to manage their risk.

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        A look at alternative investments, such as managed futures and ETFs. Also, find out how water and wine can bring a flood of returns.

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Current DateTime: 08:03:33 23 Nov 2009
LinksList Documentid: 32506168
    • Top Aussie Stocks to Bet On  9 hrs ago

        Simon Bonouvrie, portfolio manager at Platypus Asset Management & Craig Webb, executive director at UBS, reveal their favorite stocks on the S&P/ASX 200, in this installment of "Protect Your Wealth".

    • Bullish on China & Russia  19 Nov 2009

        Wong Sui Jau, GM at fundsupermart.com, is bullish on China and Russia. He reveals his picks and pans in these emerging markets, in this installment of "Protect Your Wealth."

    • Diversify and Invest Globally  17 Nov 2009

        Investors must diversify and invest globally, says Michael Hasenstab, co-director and portfolio manager at Franklin Templeton Fixed Income Group. He sheds light on how a portfolio can benefit from a higher interest rate environment, with CNBC's Martin Soong on "Protect Your Wealth".

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Current DateTime: 08:03:34 23 Nov 2009
LinksList Documentid: 32505855
Protect Your WealthProtect Your Wealth
Text Size
Dec.03
10:40 PM ET
Wednesday, 3 Dec 2008
Buy Asian -- The Rebound Will Outshine a US Recovery
Posted By:CNBC.com
Topics:Asia

While Warren Buffett loads up on all-American investments, hoping to pick up a “slice of America’s future at a marked-down price”, investors elsewhere believe Asia’s recovery story will bring far better returns.

"Asia will be rebounding a lot faster than (the) U.S.,” said Craig Irvine, co-head of regional research at Daiwa Institute of Research on CNBC’s “Protect Your Wealth”.

(Watch full interview at left)

“The U.S. consumer is so leveraged up right now that they’re just not going to be a particularly strong source of demand for several years,”  he said.

When asked where the recovery will be strongest in Asia, Irvine pointed out that he was “overweight” Chinese equities, as Beijing’s flexibile policies and deep pockets would bode well for the country’s job market.

“China’s probably the best overall position of any of the markets or any of the governments around the region,” he said, adding that China could simply “replace the U.S. or Europe as a major driver of domestic demand.”

Comments? Questions? Send them in here.


Catch "Protect Your Wealth" on CNBC's Asia Pacific network every Tuesday on "CNBC's Cash Flow," Wednesday on "Asia Squawk Box" and Thursday on "Capital Connection."

© 2009 CNBC, Inc. All Rights Reserved

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