Asiamoney - Research Report

Research report

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HSBC Private Bank backs inflation hedges

12 Mar 2010 Stock & exchange, Real estate, Nations & economies, Bonds, Research report
The private bank’s Asia head of investment strategy, Arjuna Mahendran, notes that while inflation at the consumer price level is yet to become a global phenomenon, he is advising clients to build long-term hedges into their portfolios.
Strategist dampens fears of inflation

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.
BarCap explains 2010 outlook for Asian currencies

23 Feb 2010 Foreign exchange, Research report
Peter Redward, BarCap head of emerging Asia research, says he prefers to position long Asian currencies and favours FX options to improve risk/reward and to hedge directional US dollar/Asia exposure opportunistically.
Asian FX intervention forecast to continue

22 Feb 2010 Nations & economies, Foreign exchange, Research report
Mitul Kotecha, head of global foreign exchange strategy for Calyon, says the US dollar will come under pressure in the first half of this year, suggesting that FX intervention will continue, although a lot depends on China's FX policy.
Asian currency winners identified in 2010

19 Feb 2010 Foreign exchange, Research report
Mirza Baig, Deutsche Bank's head of Asia foreign exchange strategy, considers which currencies stand to benefit from a continued decline of the US dollar this year.
Expert picks 2010 Asian currency outperformers

18 Feb 2010 Foreign exchange, Research report
UBS foreign exchange strategist Nizam Idris considers how Asian currencies are likely to perform against the US dollar this year given the pace of global recovery and the possihle threat of rising inflationary pressure.
UBS takes positive view on cyclical conditions

07 Jan 2010 Stock & exchange, Research report
Niall MacLeod, Asia equity strategist for UBS Investment Research, expects the Asian liquidity thesis – loose monetary policy pushing up Asian asset prices – to remain in place, with returns driven by earnings growth.
Strategist sees 18% upside for Asian equities in 2010

06 Jan 2010 Stock & exchange, Research report
Jonathan Garner, Morgan Stanley’s chief Asian and emerging market equity strategist, says he expects a shift to a more micro market this year. He reveals the bank’s stock market predictions for 2010.
Outlining opportunities for investors in 2010

05 Jan 2010 Stock & exchange, Nations & economies, Research report
Sean Darby, Asia equity strategist at Nomura, considers which countries and sectors offer the most potential this year and which face the largest challenges.
Credit Suisse unveils Asia’s most undervalued markets

04 Jan 2010 Stock & exchange, Nations & economies, Research report
Sakthi Siva, the bank’s Asia equity strategist, considers which countries and sectors offer the most potential and which face the greatest challenges this year.

Sectors

Research report

HSBC Private Bank backs inflation hedges

Strategist dampens fears of inflation

BarCap explains 2010 outlook for Asian currencies

Asian FX intervention forecast to continue

Asian currency winners identified in 2010

Expert picks 2010 Asian currency outperformers

UBS takes positive view on cyclical conditions

Strategist sees 18% upside for Asian equities in 2010

Outlining opportunities for investors in 2010

Credit Suisse unveils Asia’s most undervalued markets

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