Four Chinese equities investors give their view on the 19th standing committee of the National People’s Congress, marking the start of President Xi Jinping’s second five-year term. Eric Moffett, portfolio manager of the T. Rowe Price Asian Opportunities Equity fund President Xi Jinping’s has been clear he wants to push through supply-side reform, remove excess […]
Over the weekend the election results from five Indian states, Goa, Manipur, Uttarakhand, Punjab and most significant of all, Uttar Pradesh (UP) were announced. Following discussions with journalists and poll experts on my trip to UP last week, consensus was that the Bharatiya Janata Party (BJP) of Prime Minister Narendra Modi was closing in on […]
After all of the horses had been traded, OPEC finally came through – announcing a cut of around 1-1.2m barrels a day. In assessing the quality of the news we have to consider three primary factors – size, risk of non-compliance and the clarity of the announcement. With regards to size, the production target of […]
For the past two years oil prices have been on a veritable rollercoaster ride, what’s the outlook as we head into the mid-point of 2016? Oil markets started 2015 still in the grips of OPEC’s about-face in November 2014, when the oil producers’ cartel decided to no longer act as the ‘swing producer’ (market balancer). […]
The recent terrorist attacks on Paris, the rapid growth of technology that is making self-driving cars a real possibility, and devices that are able to automatically administer insulin to diabetics when they need it were among the developments investment fund managers will be considering in 2016 and beyond, a panel discussion featuring Ashburton investment experts […]
Ashburton’s Asian Equities Specialist, Jonathan Schiessl, discusses interest rates in India, reform in China and expectations for Asian equities next year.
Ashburton’s head of Asset Allocation, Tristan Hanson, provides his views on the key macro issues facing global markets in 2014 and how the firm’s investment strategy is positioned.
Market response shows BoE’s options for stimulating growth are limited, according to Tristan Hanson, head of Asset Allocation at Ashburton International.
Richard Robinson, investment manager at Ashburton, sees support for the oil price in the form of ongoing favourable demand.
Measures outlined by Japan’s prime minister suggest further sectors of the economy such as agriculture are set to also feel the effects of ‘Abenomics’.
Derry Pickford, macro analyst at Ashburton, believes that a number of central banks are arguably doing too little too late to promote growth.
Tristan Hanson, head of asset allocation and multi-assets at Ashburton says that the Bank of England has limited room to move on policy, and that the government will have to consider fiscal rather than monetary changes to help boost growth.