Asia

Hugh Young

Hugh Young: Why Japan deserves another look

Spring is special in Japan. The blossom of cherry and plum trees invites viewings – or “hanami” – across the country. The tradition speaks to the country’s appreciation of nature and the passing of seasons. But as the Japanese economy picks up momentum, will this rebound prove as ephemeral as the spring cherry blossom? For […]

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John Chatfeild-Roberts: The oil price play has many more acts to run

It is easy to be wise after the event but given the ending of quantitative easing by the US Federal Reserve last year (and therefore no more extra dollars being “printed”) simple economic theory would predict that the price of something no longer in excess supply should rise. And it did! From the end of […]

flemingcampbell

Profile: How an Aussie lawyer became a global asset management CEO

The man at the helm of the recently merged business Columbia Threadneedle Investments is an industry veteran who has watched how increasing regulation has shaped the markets. A former board member of the Investment Management Association (now known as the Investment Association) and a governor of the Pension Policy Institute, Campbell Fleming says it is […]

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Japan’s Nikkei passes 20,000 level

Japan’s benchmark Nikkei 225 index has edged past the 20,000 barrier in early trading for the first time since April 2000. The BBC reports the index hit 20,004.99 before falling to 19,907.63 at the close. Markets were buoyed by US energy stocks and a strong performance by Fast Retailing, Asia’s largest clothing retailer. Earlier this […]

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Mark Dampier: A special situation in China

There are times when I am reminded that time flies by faster the older you get. I recently had one such moment when I met Dale Nicholls, manager of the Fidelity China Special Situations plc. Unbelievably, the investment trust launched almost five years ago. Following a short spell of poor performance in the trust’s early […]

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UBP to buy RBS’ Coutts International

Swiss private bank Union Bancaire Privée has confirmed it is to acquire Coutts International, RBS’ international private banking and wealth management arm. The sale, which follows RBS’ decision to create a UK-focused bank, includes business managed from Switzerland, Monaco, the Middle East, Singapore and Hong Kong, and assets under management of over CHF30bn (£22bn). RBS commercial and […]

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Is India the jewel in the emerging market crown?

While the respective developing market powerhouses of Russia, China and Brazil are enduring their own sets of economic woes, optimism over India being the real jewel in the emerging market crown is firmly on the rise. A pro-growth Budget unveiled at the end of February, the first from the Narendra Modi-led BJP party, was swiftly […]

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Is the Chinese ‘supertanker’ getting that sinking feeling?

For the past year, commentators have been discussing just how far Chinese growth will fall. That has been accompanied by questions about how many billions of dollars of debt is stuffed into the dark corners of its financial system by off-balance sheet loans. Despite those worries, the China CSI 300 grew 45.9 per cent in […]

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Jim Leaviss: The real story behind China’s growth

We have a global deflation scare. The new aim for central bankers is to get inflation up to 2 per cent, rather than driving it down as before. Recent Consumer Price Index levels in the US and UK give moderate cause for concern but it is the eurozone, with annual inflation of just 0.6 per […]