Market Tips: When to Short Energy Firms
Global stocks were slightly lower in subdued trade on Tuesday, with weaker commodity shares offsetting gains in bank stocks. Experts tell CNBC to short energy companies when oil prices rise and that Japan is still cheap.
Shorting Energy Firms
If oil prices rise, John Licata, chief investment strategist at Blue Phoenix suggests shorting Eni and Exxon Mobil.
Safe to Invest in Japan?
Japan is still cheap on a normalized earnings-per-share basis, says Andrew Pease, investment strategist at Russell Investment Group.
Look To Asia for Dividend Growth
Asia is better positioned and the region will recover quickly, says Michael Kerley, director of Pan Asian equities at Henderson Global Investors.
Asia Should Invest More
Asia still has a major underinvestment problem, says Peter Redward, head of research for emerging markets, Asia at Barclays Capital. He tells CNBC that Asia should invest more to help rebalance the global economy.
HK's Property Boom
Money from the Chinese economy is driving the Hong Kong property market price boom, says Colin Dyer, global CEO at Jones Lang LaSalle.
Negative Prospects for Greenback
The medium-term prospects for the U.S. dollar remain quite negative, says John Kyriakopoulos, head of currency strategy at NAB Global Markets Research.
Recovery in Russia Retained
Vladimir Yakunin, president of Russian Railways, tells CNBC why he thinks the recovery taking place in Russia is contained to just a few sectors.