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FIRST STATE INVESTMENTS

Playing the China consumer theme

Investment Week | 02 Sep 2010

Having long been viewed as one of the world’s leading manufacturers, China is now being considered by investors in a different light from exports and more towards the domestic economy

chinese-dragons-three-on-gate-top-orange-against-blue-sky
rippingall-susie

Hong Kong’s fortunes linked to low rates in US

First State’s Susie Rippingall believes Hong Kong could experience an economic boom if interest rates remain low in the US.

Investment Week | 27 Aug 2010

angus-tulloch-first-state-investments-1

First State: China consumer story 'flogged to death'

First State's Asia Pacific and global emerging markets team, led by Angus Tulloch, says the China consumer demand story has been "flogged to death."

Investment Week | 26 Aug 2010

OTHER FIRST STATE INVESTMENTS ARTICLES

martin-stuart-cutout

Global property securities are set to outperform as austerity kicks in

STUART MARTIN, co-manager of the First State Global Property Securities fund on Specialist Markets

Investment Week | 26 Aug 2010

singapore dragon

Managers predict blue-chip rise in EM portfolios

Blue-chip stocks listed in the developed world could soon become a strategic part of emerging market portfolios, according to managers.

Investment Week | 25 Aug 2010

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Warner focuses on company dynamics to find top returns

First State manager believes understanding assets is vital to performance in resources

Investment Week | 09 Aug 2010

david-gait-

First State overhauls 95% of Pacific Assets Trust

First State has overhauled the £142m Pacific Assets Trust it recently took over from F&C, selling all but five of the existing stocks.

Investment Week | 05 Aug 2010

big-question

THE BIG QUESTION

We ask industry experts...will ethical investing become redundant now governance is so important for companies?

Investment Week | 30 Jul 2010

OECD monetary policy threatens EMs - First State

First State's Asia Pacific and global emerging markets team has raised concerns that loose monetary policy in OECD countries is threatening developing nations.

Investment Week | 27 Jul 2010

big-question

Are we facing a 'double dip' recession?

We ask industry experts.... Are we heading for a double-dip recession?

Investment Week | 09 Jul 2010

First State’s Asante finds ideas amid risky markets

Asante and Mathieson say Brazil is ‘over-cooked’ while Chile looks attractively valued

Investment Week | 05 Jul 2010

Return of retail investors boosts performance in property sector

Average IMA Property portfolio returns 21% over 12 months, with First State Global Property the top performer

Investment Week | 28 Jun 2010

Architas MM Growth fund undergoes restructuring

Architas’ Caspar Rock has restructured the Asian equities portion of his £64m Multi-Manager Growth fund to smooth returns.

Investment Week | 28 Jun 2010

First State: some global resources earnings underestimated by 100%

First State’s global resources team says analysts are significantly underestimating earnings for the sector.

Investment Week | 07 Jun 2010

withers-gary-cutout

Performance focus for First State, as Withers builds ‘alpha firm’

Gary Withers, First State Investments’ recently appointed CEO, is in his element, energetically building what he sees as a “pure alpha firm” in an industry getting bogged down in tangential and peripheral issues

Investment Week | 31 May 2010

« Previous Next »

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  • Most read
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  • Most popular
  • Lehman nemesis Einhorn offloads F&C stake

  • Clavis Walden revisits plans for UK's first Paif

  • Researching overlooked firms brings rewards

  • F&C's Carne to join Thames River, Cheeseman quits

  • Hargreaves: RDR will be 'bad for entire industry'

  • Gervais Williams resigns from Gartmore

  • Castlestone eyes Bric-like impact with ‘Next 11...

  • Lehman debacle draws focus towards structured pro...

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EDITOR'S CHOICE

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Cazenove chief economist: Britain faces 'a nasty problem'

The Bank of England has focused too much on avoiding deflation at the expense of countering declining real incomes, according to Cazenove.

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Incisive Media unveils Adviserhound.com

Incisive Media today launches Adviserhound.com, the industry’s first financial find engine designed specifically to cater for the day-to-day business needs of financial advisers.

chinese-dragons-three-on-gate-top-orange-against-blue-sky

Playing the China consumer theme

Having long been viewed as one of the world’s leading manufacturers, China is now being considered by investors in a different light from exports and more towards the domestic economy

iw-growth-practical

The value of growth

‘Growth’ investing, correctly done, could be very rewarding over the next decade

EVENTS

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Global Emerging Markets

16 Sep 2010 - 16 Sep 2010

Jumeirah Carlton Tower

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Senate Autumn Investment Conference

21 Sep 2010 - 23 Sep 2010

South Lodge Hotel, Brighton Road, Nr. Horsham, West Sussex, RH13 6PS

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Investment Trust Forum

28 Sep 2010 - 28 Sep 2010

Sofitel London St James

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Channel Islands Investment Summit Guernsey

20 Oct 2010 - 20 Oct 2010

St Pierre Park Hotel

More events
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