News by: Matthew Goodburn
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 its top performing Global Emerging Markets Leaders fund to new investment.
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.
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 CoreAlpha's Neil Edwards says Japan's liquidity-driven equity rally has gone too far, too quickly.
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.