News & Views
May 2012 Fund Focus - JF Korea
GDP expanded 2.8% yoy during 1Q 2012, mainly attributed to the increase in government spending and facility investments.....
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May 2012 Fund Focus - JF Thailand
The Thailand economy has recovered remarkably after the dreadful flood damage in late 2011s with steep recovery (V-shaped) in 1Q2012.....
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Apr 2012 Market Focus - Indian equities
We remain positive on the Indian equity market on a 12-month horizon.....
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Apr 2012 Fund Focus - JPM Global Consumer Trends
2012 so far has seen a continuation of the rally in global risk assets that began in December of last year........
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Mar 2012 Market Focus - What a slowing China means for investors
Evidence continues to pile up that China’s economy is slowing down. This should come as no surprise.......
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Mar 2012 Fund Focus - JPM Global High Yield Bond
We expect a stabilizing economic background and solid corporate fundamentals to continue to underpin a strong environment for high yield bonds.........
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Mar 2012 Fund Focus - JF China A-Share Funds
We are turning more positive towards Chinese A-Share equities in the light of attractive valuations and easing market liquidity........
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Mar 2012 Fund Focus - JPM Global Natural Resources
We strongly believe that the current macro uncertainties will not derail the structural case for natural resources.........
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Mar 2012 Market Focus - The impact of high oil prices on Asia
Brent crude oil prices have jumped 19% YTD (as at 01.03.12) to over USD 125 per barrel, the highest levels.......
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Feb 2012 Fund Focus - JPM Bond Funds
We expect emerging market bond and corporate high yield bond funds to perform well as investors seek yield enhancing investments.......
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Feb 2012 Market Focus - Chinese A-Shares
Despite a rise in the CPI in January, which was mainly due to the effects of Chinese New Year........
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Feb 2012 Market Focus - Our View on the New Year Market Rally
This early year rally, to a certain extent, is caused by mean reversion........
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Feb 2012 Investment Insights - Asia-Pacific markets in the Year of the Dragon
2011 was a tough year for investors in Asia. Investors had to contend with number of key issues.......
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Feb 2012 Market Focus - Asian Equities Outlook 2012
Asian markets had a volatile and disappointing year in 2011, underperforming many other global.......
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Jan 2012 Fund Focus-JPM Emerging Markets Debt (USD)
Our longer term structural view of Emerging Market debt in general remains constructive. However, our near term view remains more focused on reduced growth outlooks and the technical environment......
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Jan 2012 Market Focus - US Technology
We remain excited about the prospects for the technology sector for 2012......
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Jan 2012 Investment Insights - Emerging market debt outlook
Emerging market debt was one of the best-performing asset classes of 2011......
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Jan 2012 Investment Insights - Finding yield in a low-yield environment
2012 presents an extraordinary challenge for policymakers and investors......
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Jan 2012 Investment Insights - 2012 Global Market Outlook
2011 has been a challenging year for global financial markets......
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Dec 2011 Market Focus - Greater China equities
The upcoming policy decisions in Europe and the US will continue to hold the key to global financial markets......
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