Market Tips: Buy Real Assets, Forget Paper
Global stocks rose on Wednesday, with sentiment lifted by upbeat economic data out of China. Experts told CNBC investors should forget about currencies and fixed income and rather focus on benefiting from asset-price inflation by getting into real assets.
Don't Get Fooled into This Money Illusion
Don't get fooled into this money illusion, warns Burkhard Varnholt, CIO at Bank Sarasin. He says private and institutional investors are still largely overweight in fixed income securities and cash but there's a real risk "that you miss out on this real asset price inflation." Varnholt & Gerard Lyons, chief economist & group head of global research at Standard Chartered Bank, share how they are investing, in this installment of "Protect Your Wealth."
Real Assets Will Outperform Paper Assets
Real assets will continue to outperform paper assets, foresees Burkhard Varnholt, CIO at Bank Sarasin.
Is This Rally Sustainable?
This is a liquidity-driven, not fundamentally-driven, market rally, warns Tim Mulholland, MD at China-America Capital Company. But Gerard Lyons, chief economist & group head of global research at Standard Chartered Bank, disagrees. They make their case to CNBC.
Gold May Reach $1,200/oz
Gold could reach as high as $1,200 an ounce, says Akhi Kamkolkar, head of futures at Halifax Investments.
Gold to Rise
Gold will head higher, says Matt Martin, institutional salesperson at Wilson HTM.
Strong Demand for USTs
A strong auction of new 10-year notes helped lift the Treasury market. Par Magnusson, senior analyst at Danske Bank tells CNBC why demand is set to remain strong.
Greenback Likely to Bounce in Short-Term
Expect a bounce in the dollar in the short term, says Ed Ponsi, president at FXeducator.com.
Which Currency Can Replace the Dollar?
There isn't a viable alternative available to replace the dollar as the world's reserve currency, says Adrian Foster, Asia Pacific head of financial markets research at Rabobank.
Yuan Needs to be Free-Floating
Market talk about the yuan becoming a reserve currency is 'noise' for now, says Jeffrey Halley, senior manager of FX Trading at Saxo Capital Markets, unless it becomes a free-floating fully convertible currency.
Yuan May Become Fully Convertible in 10 Yrs
The yuan could become fully convertible in 10 years time, believes Mark Konyn, CEO of RCM Asia Pacific.
Right Thing to be Investing in China
It is the right thing to be investing in China, says Sandy Flockhart, CEO at HSBC Asia Pacific. He tells CNBC that he believes the center of economic power is moving to emerging markets and particularly, into China.
Thailand Welcomes Foreign Investment
Thailand welcomes foreign capital and it is willing to see more foreign control in its banking sector, says Korn Chatikavanij, finance minister of Thailand.
How to Recession-Proof Your Bottom Line
The key to recession-proof your company's bottom line is to control costs and increase business, says Douglas Benjamin, CEO of FJ Benjamin Singapore. He tells CNBC how the fashion retailer managed to achieve that.