News & Views


Apr 2013 Japan equities – A multi-year story
Investors have viewed any talk of structural change in Japan with caution after so many ‘false dawns’ over the last 15 years. In the last few months, however......

Apr 2013 Market Bulletin - China 1Q GDP surprises on the downside
China’s 1Q GDP showed a setback in this cyclical recovery as it grew by +7.7% yoy, lower than......

Mar 2013 Market Bulletin - China: Is there an imminent risk of monetary tightening?
Investors have started to show concern about the tightening risks in China as Beijing announced another round of property tightening measures before the National People’s Congress......

Feb 2013 Market Bulletin - Rebound in earnings momentum: The next catalyst for Asian equities?
With European Central Bank President Mario Draghi’s pledge to do whatever it takes to save the euro in July 2012, followed by the “Outright Monetary Transaction” announced in September, and improving economic data from China......

Jan 2013 Market Bulletin - Japan – Pulling out all the stops
The Japanese equity market has been energized by a promise of economic revival, made by the new Prime Minister Shinzo Abe......

Jan 2013 Market Bulletin - China – Recovery Confirmed
In line with our expectation that China can achieve a 4Q GDP growth of near +8% as indicated in our previous communication, the figures released last Friday shows......


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