T. Rowe Price has hired Naoyuki Honda as country head for Japan.
Category: Markets
China and Japan need structural reform – Bank of Singapore
Bank of Singapore chief economist Richard Jerram said while the Chinese and Japanese financial markets might respond well to short-term stimulus, there is too little focus on structural reform.
Global investor confidence rising – State Street
The State Street Investor Confidence Index rose in March to the highest since September, especially for North American investors, amid a pickup in market sentiment.
BMO GAM sees broadening global growth in five-year forecast
The firm believes “lower for longer” will apply to energy prices, inflation and interest rates over the next five years.
A strong bet on Vietnam’s quiet progress
Vietnam’s market hit bottom in 2012, argues David Roes, and since then his hedge fund has shifted from wider Asean market exposure to a 90% allocation to Vietnam.
SFC sees China risk for HK markets in 2016
Hong Kong’s markets fell year-on-year during 2015 and China concerns put them at risk in 2016, according to an SFC report.
Does China face a Japanese-style ‘lost decade’ of growth?
Anh Lu, lead portfolio manager for T. Rowe Price’s Asia ex-Japan Equity Strategy fund, looks at whether China faces a Japanese-style ‘lost decade’ of growth.
There are simple solutions to China’s troubles, says Neptune
China’s troubles have been overplayed by markets and have ‘simple, feasible solutions’, according to chief economist and CIO at Neptune Investment Management James Dowey.
HSBC PB sees squally markets ahead
Low bond yields and the irrelevance of the BRIC acronym are among the themes expected to shape investment in 2016.
Tax changes may boost Korea’s mutual fund industry
The government intends to temporarily waive a 15.4% capital gains tax on overseas equities funds, according to a Cerulli report.
