Asian markets

Asian Equities series: Part 1: Finding value in unexpected places

Peter Wilmshurst

Asia is offering compelling investment opportunities, though not necessarily in the places one might expect. Fundamental conditions within the region have improved significantly and valuations remain undemanding, particularly relative to the later-cycle US market. Show More

Look to these Asian markets for returns

Peter Wilmshurst

This year MSCI said it plans to add 222 mainland Chinese A-shares to their index. This heralds a further emergence of China (and more broadly Asia) as a signficant market to look out for. We see a range of opportunities in Chinese ports, telecom and select consumer companies. In Japan... Show More

Autohome – a listed Chinese online car portal more than twice the size of carsales.com.au.

PM Capital

Kevin Bertoli, Portfolio Manager of the PM Capital Asian Companies Fund and the PM Capital Asian Opportunities Fund (ASX:PAF), talks about Autohome, a Chinese online car portal two and a half times bigger than Carsales.com.au. He talks about why the market has marked it down over the past 18 months,... Show More

Fundamentals will always ‘trump’ fear – Paul Moore

PM Capital

The reaction of the markets was instructive on the day of the election results. Once the outcome was known, Asian and European markets placed their bets and markets sold off. By the end of the following day’s US trading, they were proved to be 100% incorrect. So even with a... Show More

Essential Asia-Pacific Trades for Q1 2016

Saxo Capital Markets Australia

If you follow the Chinese calendar, 2016 is set to be a year of trickery and turmoil and it all kicks off in the first quarter of 2016, says Saxo Capital Markets’ Asia Macro Strategist Kay Van-Petersen. If you want to know about Kay's trading strategies for equities, commodities and... Show More

Investors setting up the agenda for Japanese companies

Saxo Capital Markets Australia

It's estimated that Japanese companies are sitting on a combined US$1.9 trillion cash pile. This massive amount of money is the result of companies holding back from capital expenditure and wage rises due to low domestic growth. However, more importantly many corporations do not have a clear strategy for how... Show More