Investment
Pakistan to drive frontier investing?
The acronym VARP is popping up, led by an increasing interest in Pakistan investment.
Rotation from bonds into equities might not last long
Global growth in the second half of 2017 will help determine whether investors keep shifting assets out of bonds and into to equities, said Thomas Kwan, the chief investment officer for Hong Kong-based Harvest Global Investments.
The value rally – are investors right to be bullish?
After a long period of relative underperformance, value stocks are finally catching up. Are they the most compelling investment opportunity for 2017?
US policy drives Bank of Singapore’s glum outlook on China
Potentially aggressive US trade policy and China’s expanding credit are top concerns, according to Richard Jerram, the Bank of Singapore’s (BoS) chief economist.
Investment | 4 Jan 17
Go overweight on cash, says Rowan Dartington
To protect against volatile markets and political uncertainty, Rowan Dartington is giving higher weighting to cash and building wealth portfolios that offer clients a truly global perspective.