News by: Matthew Goodburn
Markets
Jupiter's Somerville: Japan needs structural reform to sustain recovery
Citywire A-rated Somerville says Japan needs structural reforms to be successfully implemented before its sharp recovery becomes truly sustainable.
First State to soft-close Asante's £4.1bn Global Emerging Markets Leaders fund
First State to soft close its top performing Global Emerging Markets Leaders fund to new investment.
First State Asia Pacific Leaders
Angus Tulloch, manager of the First State Asia Pacific Leaders fund has warned of the negative impact of sustained rising oil prices on Asian economies.
Angus Tulloch: buying high yield like 'riding a tiger'
The Asia Pacific veteran remains in cautious mode, wary of high yielding companies that can't deliver, and Singapore's overheating property market.
GLG Japan Core Alpha
GLG's Edwards: Japan needs a healthy correction
GLG Japan CoreAlpha's Neil Edwards says Japan's liquidity-driven equity rally has gone too far, too quickly.
Investec's van Pittius: BoJ has muddied waters but EM currency still undervalued
Investec Emerging Markets LC Debt co-manager Werner Gey van Pittius says the monetary easing policy sparked by the Bank of Japan (BoJ) and the Cyprus debt crisis have made it hard to assess the relative value of emerging market (EM) currencies in the past few months.