Views & Comment
PGI: Tech may explain data mysteries
Why have interest rates and inflation remained low for several years? Experts have varying explanations, but Jim McCaughan, CEO of Principal Global Investors, tells FSA he believes the hidden impact of technology on the global economy is behind the mystery in the economic data.
Philippines approves Credit Suisse rep office
Bangko Sentral ng Pilipinas (BSP) has given Credit Suisse a green light to establish a representative office in the Philippines, according to Chuchi Fonacier, the central bank’s deputy governor for supervision and examination.
Robeco: China’s AM regs, US tax reform risks
Hong Kong’s equity market is likely to see a slowdown in mainland investment next year due to some new regulations and the proposed US tax reform could hit the technology sector, said Victoria Mio, co-head of Asia-Pacific equities and chief investment officer for China at Robeco.
T Rowe: 2018 won’t be the same for global equities
The upside for global equities markets has become weaker in the long-term as global growth has peaked, according to Thomas Poullaouec, head of multi-asset solutions for Asia-Pacific at T Rowe Price.
Value Partners: Hunt for lesser-known bond issuers
Positioning for 2018, Value Partners has taken an overweight in bonds of under-researched Chinese small banks with a credit rating of B and below.