JAPAN / FAR EAST NEWS
Investment Week | 10 Feb 2012
Owning gilts has made the single largest contribution to recent performance of the £761m Miton Special Situations fund, and there is more money to be made in the asset class, said manager Martin Gray.
Prusik IM founder Heather Manners has bought into Vietnam for the first time in her funds’ history in the view stocks are trading on Asian crisis-level valuations and could double from here.
Investment Week | 07 Feb 2012
Invesco Perpetual’s Paul Chesson has admitted to some “errors of judgement” which have caused his £289m Japan fund to underperform for the past 18 months.
Investment Week | 02 Feb 2012
MORE JAPAN / FAR EAST NEWS
Asia fund managers have mixed views on the timing of buying opportunities in China despite a consensus view inflation has peaked, according to Standard & Poor’s.
Investment Week | 24 Jan 2012
Billionaire investor Warren Buffett has appeared on Chinese state television signing a song as part of the country’s new year celebrations.
Investment Week | 23 Jan 2012
Peter Elston has taken on the newly-created role of head of Asia Pacific strategy and asset allocation on Hugh Young’s Singapore-based team.
Investment Week | 18 Jan 2012
A likely hard landing in China will bring the financial crisis of the past five years to a climax in 2012, a leading City strategist has warned.
Investment Week | 12 Jan 2012
A dire German bond auction rocked markets overnight, with Japan’s Nikkei index hitting its lowest level since April 2009 as fears deepened over the eurozone crisis.
Investment Week | 24 Nov 2011
Speaking to investors today following the six-month results of his Fidelity China Special Situations trust, Anthony Bolton explained why the trust has struggled, with net asset value falling 29% over the six months to 30 September.
Investment Week | 14 Nov 2011
Legendary investor Anthony Bolton has said his optimism on China has been "severely tested" after the sell-off in September hammered share prices, while his trust saw its NAV fall 29% over the last six months.
Investment Week | 14 Nov 2011
Japan's economy rebounded in the third quarter, growing for the first time since the catastrophic earthquake in March.
Investment Week | 14 Nov 2011
Japan has intervened to weaken the yen for the second time in three months after the currency hit a fresh record high against the dollar.
Investment Week | 31 Oct 2011
Jupiter CIO John Chatfeild-Roberts and his Merlin multi-manager team have said clear warning signs are beginning to emerge on Chinese growth prospects as well as the outlook for natural resources.
Investment Week | 19 Oct 2011
Japanese investment trusts’ high concentration to small and mid caps has paid off, with the sector outperforming the open-ended space over the past year.
Investment Week | 14 Oct 2011
China has warned of a possible trade war as the US Senate voted in favour of debating laws which could pressure it to let the renminbi rise.
Investment Week | 04 Oct 2011
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