Equities
Asset managers prefer Japanese over US equities
Despite all the talk about the US equity Trump-boost in recent weeks, Japanese equities are actually a lot more popular with asset managers. Their consensus is that they will return more than 5% in 2017.
Chinese equities to weather Trump trade policies – OMGI’s Joshua Crabb
The new US president’s anti-trade agenda is a risk that is overblown in regards to China, according to Joshua Crabb, Old Mutual Global Investors’ Hong Kong-based head of Asian equities.
The 12 stocks to cash in on this Christmas
With Christmas is just around the corner, Ian Forrest, investment research analyst at The Share Centre, gives his tips on the 12 companies that could offer investors a present this festive season.
Be contrarian in the face of Trump uncertainty
Equity markets have responded positively to Donald Trump’s election after an initial setback. But Trump’s unpredictability will remain a risk for the full four years of his presidency. It is, however, more important than ever to hold your nerve and dare to be contrarian.
Finance, energy and health sectors in focus for 2017 – Citi
Sector investing may come back in 2017 and an EM `stability premium’ could develop as the grand economic ideas of the new US administration are put into practice. says Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investment.