“Abenomics” and the Opportunities for Global Stock Pickers
by William Davies, Head of Global Equities, Threadneedle Investments Quantitative easing has been credited with sparking one of Japan’s strongest rallies in decades. There is, however, a lot more to Abenomics – the economic policies advocated by the current Prime Minister of Japan, Shinzo Abe – than QE. Not only has the new government also...
Successful Management Strategies in Emerging Markets
by Michael Frigo, Country Manager Singapore, Atradius When endeavouring to trade with firms in emerging markets, companies must always take a step back and understand how business leaders in those markets think. What they consider to be business opportunities, their decision making processes, and the ways they motivate their employees are just a few questions...
Advertorial: SIAS’ Singapore Investment Week is Back Again!
As the global economy remains uncertain, governments, corporations and individuals are refocusing on what they need to do to succeed in uncertain times. Although weaker than before, today’s global marketplace still provides opportunity for discerning investors who are willing to look beyond the current obstacles. Hot Deals People need to know how and what to...
Outlook 2013: Equities May Extend Gains Next Year
by Donavan Lim A tentatively improving global economy and loose monetary policy – which means plentiful central bank cash – should foster gains for the world’s major stock markets next year. The equities market has had an exciting 2012 with eurozone crisis and US fiscal cliff occupying the headlines; still, world stocks have risen this...
Outlook 2013: Macro Headwinds to Impede Recovery of Commodities
by Donavan Lim, Ernie B. Calucag An equally gloomy economic outlook for 2013 may constrain the recovery of commodities next year, resulting to a more moderate movement of prices going forward. The International Monetary Fund (IMF) has revised down its global economic growth forecast for 2013 in its October World Economic Outlook (WEO) report yet...
Southeast Asia’s Emerging Securities Market Breaks Down Barriers for Investors but Presents Own Challenges
by Alexander Flatscher, Director, CFA Institute Although the ASEAN (Association of Southeast Asian Nations) region still goes somewhat unnoticed outside of Asia, these days a lot is brewing for investors in the region — comprised of the 10 nations, including Brunei, Cambodia, Indonesia, Laos, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam. As part of...
Short-Selling Investment Research Firms like Muddy Waters: Manipulating or Aiding the Market?
by Paul Smith, Asia Pacific Managing Director for CFA Institute Over the past couple of years, short seller Muddy Waters LLC and similar research firms have broken out from obscurity by exposing alleged fraud and false accounting in companies like Sino-Forest, Focus Media Holding, Orient Paper, China MediaExpress, and others. After Muddy Waters’ research precipitated...
The US Fiscal Cliff Explained
by Julien Seetharamdoo Senior Macro and Investment Strategist, HSBC Global Asset Management The US is still the world’s largest economy, accounting for around one-quarter of global output, and the prospects for the US economy remain a key driver of asset markets globally. The term ‘fiscal cliff’ was first coined by Federal Reserve Chairman, Ben Bernanke,...
Insurance 101: Time to Secure Your Legacy
(Fourth in a series) There has been an ever increasing number of high net worth individuals (HNWIs) in Asia especially in Singapore. Singapore is able to attract the HNWI from overseas because of its AAA rated status by Standard & Poor’s, one of only 14 countries given this highly coveted credit rating; strategic banking status...
1st Singapore Investment Week 2012: AIA Singapore
As part of its commitment to bring investor education to the general public, the Securities Investors Association Singapore (SIAS) is holding the inaugural Singapore Investment Week (SIW 2012) which will run between August 25 to 31. Open to both SIAS members and public, the week-long campaign will include a series of investment seminars, online video...
Insurance 101: Enhance your Retirement Portfolio
(Third in a series) Financial security is the key to a worry-free retirement. To be financially independent, you need to plan carefully and start saving early so your money works harder for you through compounding interest. There are many sources to fund your retirement, one of which is through your Central Provident Fund (CPF)....
1st Singapore Investment Week 2012: UOB Kay Hian Helps Make Savvy Investors
by Donavan Lim In the wake of MF Global collapse, pure vanilla brokerages have suffered a blow to their business, with customers’ confidence shifting to houses with direct links to banks, benefiting brokerages such as UOB Kay Hian. Nonetheless, the local brokerage house has not been sitting on its laurels. It has been beefing...
