…g economies continue to grow faster than developed economies. With little need to deleverage and repair balance sheets, Asian economies are also well positioned to continue to outpace their Western peers in the years ahead. We have identified companies from a variety of sectors i...
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…hort 10Y real rates trades. The former is part of our strategy to be pro-growth and we think it complements our long EM Asia trade being affected differently by USD strength. The hunt for yield is dead, long live the hunt for yield If yields only rise modestly next year then the...
A Wednesday, September 28, 2016 “ Developing nations in Central Asia, Europe, Southeast Asia, Africa and other regions need to have our news perspectives and voices heard.” Wilson Flores, columnist at the Philippine Star newspaper + €¢ 4} CHINA DAILY COMMERCE Trade initiat...
4 Wednesday, September 28, 2016 CHINA CHINA DAILY» CHINADAILY.COM.CN/NATION Developing nations in Central Asia, Europe, Southeast Asia, Africa and other regions need to have our news perspectives and voices heard.” Wilson Flores, columnist at the Philippine Star newspaper COMMER...
…ircumvent executive term limits. The result has been a resurgence of potential leaders-forlife from Latin America to Eurasia. • While more subtle and calibrated methods of repression are the defining feature of modern authoritarianism, the past few years have featured a reemergen...
…ut the Brexit vote https://t.co/SMVZETx8fQ #Brexit RT @ethicistforhire: Can't believe it's called Brexit, and not EUthanasia... RT @AMTrump4PRES: I'd like 2 dedicate this tweet 2 former lovely cultures that will only B found between the pages of a book. #Brexit https… New post:...
…as the fiscal cliff is negotiated. Within equities, we stay underweight the US, and move most of the overweight into EM Asia. We have moved some of our credit overweight from the US to Europe. � Economics –– The data flows continue to confirm that June/July was likely the bottom...
Asian equities (ex-Japan) MSCI Asia ex-Japan (27 June): 469 (last month: 466) UBS View MSCI Asia ex-Japan (6-month target): 515 ¢ The region continued to show high volatility last month, with its P/BV temporarily close to 2008 lows. ¢ Hong Kong and Singapore markets’ domestic fu...
…that "in my opinion, any future defense secretary who advised the president to again send a big American land army into Asia or into the Middle East or Africa should 'have his head examined,' as General MacArthur so delicately put it." The remark no doubt reflected Sec. Gates's f...
… markets for its industrial products. Marginal gains of globalization are shrinking, and growth needs a new revival. In Asia, this new revival is called connectivity. By helping the economies along the Belt and Road routes to develop and improve their infrastructure, hard and sof...
…arkets for its industrial prod- ucts. Marginal gains of globalization are shrinking, and growth needs a new revival. In Asia, this new revival is called connectivity. By helping the econo- mies along the Belt and Road routes to develop and improve their infrastructure, hard and s...
…ement Inc. NewYork NY Corooration Director & VP 319 Trumo Markelina LLC NewYork NY LLC Member/President 320 Trumo Marks Asia Coro NewYork NY Corooration Presidenl/Chairman/Dlrector 321 Trumo Marks Asia LLC NewYork NY LLC President 322 Trumo Marks Atlanta LLC NewYark NY LLC Member...
…ggle to survive,” the historian John Darwin has written of the British Empire, “was waged in an age of revolution: a Eurasian revolution that cumulatively (but very quickly) destroyed almost all the global preconditions on which the British system had depended since the 1830s.” 6...
…ely about his remarkable career. After earning a degree in chemical engineering from McGill University, and working in Asia as an engineer for a decade, he went to law school in New Zealand, and then became a barrister in Hong Kong specializing in cases involving the legal statu...
…natives, two products IVZ has leadership in. Lastly, IVZ sees opportunity in its institutional channel, particularly in Asia which has had notable momentum. • Given the run up in rates, IVZ touched upon its fixed income exposure and what might be at risk of underperformance/outfl...