2010 2009 2008 2007 2006
11 Mar 2010 Stock & exchange, Interviews, Commodities, Foreign exchange, Private banking Van Anantha-Nageswaran, Bank Julius Baer's CIO, is advising clients to target Asian currency appreciation, agricultural commodities and Thai equities in 2010. He explains his thinking in an interview with asiamoney.com.
11 Mar 2010 Nations & economies, Commodities, Research report Christian Nolting, Asia-Pacific lead strategist for Deutsche Bank Private Wealth Management, says that rising commodity prices could push up headline inflation rates, but that core rates will remain at a low level.
10 Mar 2010 Commodities, Energy Investors worldwide are set to increase exposure to commodities and beat last year’s US$70 billion record, finds Barclays Capital. Their survey supports the feeling that commodities have become an investor darling again.
09 Mar 2010 Structured products, Investment banking, Commodities, Bonds, Foreign exchange, Market move The Swiss bank is understood to have hired Frank Suen from Citi to be head of fixed income, currencies and commodities for Taiwan. It would be the second veteran Citi banker that UBS has hired in recent weeks.
24 Feb 2010 Editorial, Commodities, Energy Asian state firms have been vying for oil and gas assets abroad, notably China and South Korea, to reduce dependence on imports. Now India has joined the fray, but its firms need to improve their public relations.
24 Feb 2010 Stock & exchange, Nations & economies, Energy China’s and India’s growing need for nuclear power will boost the fortunes of companies in the supply chain, many of which are based in Asia, notes Macquarie as it highlights its regional picks in the sector.
02 Feb 2010 Stock & exchange, Energy, Bonds, Foreign exchange, Asset management, Private banking The bank’s wealth management team is advising clients to be dynamic in asset allocation. It believes the global economy is strong enough to withstand a withdrawal of government stimuli, and urges investors to seize on market dips.
27 Jan 2010 Stock & exchange, Structured products, Nations & economies, Commodities, Private banking Emerging market economies offered strong returns last year, but bankers are touting commodities as a potential trend for 2010. Given the likelihood of price volatility and seasonality, they expect investor education lies in store.
26 Jan 2010 Stock & exchange, Nations & economies, Commodities, Foreign exchange The US bank is advising clients to seize on opportunities in the health-care sector on the back of structural changes and long-term underperformance. It likes global real estate too, but points to potential risks in recovery.
24 Jan 2010 Stock & exchange, Commodities, Foreign exchange Johann Santer of Superfund Financial expects stronger trends to emerge in currencies and commodities, helping managed futures strategies in 2010. He is bullish on countries that stand to gain from rising commodity prices.
21 Jan 2010 M&A, Stock & exchange, Commodities, Foreign exchange The wealth manager says the environment is ripe for M&A since firms with strong balance sheets can borrow at record low rates. It also sees value in non-cyclical equities, renminbi appreciation and shorting gold.
20 Jan 2010 Commodities, Bonds, Foreign exchange, Market move RBS saw 10 fixed income traders, sales staff and a personal assistant quit its Sydney office today (January 20). Led by managing director Chris Thomas, all are set to join BoA-ML in May, asiamoney.com can reveal.
20 Jan 2010 Editorial, Commodities, Energy Environmentally themed investment products have yet to take off in Asia-Pacific. This is a rare opportunity for asset managers and investment banks to get a foothold in a relatively untapped market. It would be unwise to miss it.
19 Jan 2010 Nations & economies, Commodities, Energy A fall in carbon trading and stablisation of prices is expected to cause the global carbon market to contract this year. Widespread recession led to subdued appetite for carbon products, which in turn weighed on prices.
18 Jan 2010 Stock & exchange, Energy, Private banking Its private banking division has established a research institute to identify big picture trends shaping the future. Highlighting appealing valuations, it makes a compelling argument for making renewable energy investments.
14 Jan 2010 Stock & exchange, Commodities, Bonds, Foreign exchange, Private banking The wealth manager advises clients to stay fully invested in equities as governments and central banks will do whatever is necessary to avoid a deflationary or double-dip scenario. It doesn't expect the Fed to tighten in 2010.
11 Jan 2010 Nations & economies, Commodities, Energy Barclays Capital believes oil will trade between US$70 and US$100 a barrel this year. It suspects prices could remain elevated as a restocking cycle begins, although Opec is likely to step in if prices move too quickly.
07 Jan 2010 Stock & exchange, Nations & economies, Commodities, Private banking The division is retaining an overweight on non-Japan equities, with indices in China, Hong Kong, Taiwan and South Korea offering the most potential. It also expects the renminbi to appreciate up to 5% during the year.
06 Jan 2010 Stock & exchange, Commodities, Energy, Bonds, Foreign exchange, Private banking Arjuna Mahendran, Asia head of investment strategy for HSBC Private Bank, sees 2010 as a year of three halves: a quiet first quarter followed by a potential bull-run and then renewed tightening by central banks at the end.
05 Jan 2010 M&A, Energy M&A in the region rose 9% during 2009 to total US$493.1 billion, according to Dealogic data. China overtook Australia as the region's most targeted nation, while Goldman Sachs topped the M&A advisory league tables.
04 Jan 2010 Commodities, Bonds, Foreign exchange, Market move Société Générale appoints Yang Duan to replace Gilbert Tse, who recently moved to Lyxor Asset Management. Yang joins from Standard Chartered, where he was head of China sales and fixed income.