“Today the story is inflation, inflation and inflation,” says Michala Marcussen, Paris-based strategist and head of economic research at SG Asset Management, with Asian markets such as India and China both the initial sources and victims of changing economic conditions. She argues that the headlines about high prices in oil and food are only part of a global inflationary trend. Labour markets in emerging markets are the more important... Read the whole story 
By Jame DiBiasio | 21 May 2008
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The C-Tracks platform allows investors to capture increasing investment opportunities in Taiwan, a market where Citi is bullish and overweight. More
By Rita Raagas De Ramos | 21 May 2008
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The Shanghai extravaganza commemorates its fourth birthday and is now at monster-size, with over 300 firms flying in. More
By Simon Osborne | 21 May 2008
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The strong performance of international stock markets leads to a good month for funds that invest overseas, according to Lipper data. More
By Rita Raagas De Ramos | 21 May 2008
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Private equity fund CIPEF V targets investments of $50 million to $250 million in companies across various emerging markets. More
By Rita Raagas De Ramos | 20 May 2008
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The firm's CIO and head of global asset allocation discusses why US stock prices have yet to factor in a recession, but could nonetheless be attractive against other developed equity markets. More
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From AsianInvestor magazine: Both global private-equity players and Taiwan’s institutional investors are keen on domestic property allocations, which now compare favourably to real-estate investments in mainland China. More
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Funds that invest in banking stocks attracted renewed interest after the Reserve Bank of India left its key interest rate unchanged in April, according to Lipper.
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Schroder Investment Management expects the Japanese equity market to shine after years of neglect.
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Anurag Mahesh becomes head of global investments and sales for Deutsche Bank.
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Nearly six years of running SGAM’s China JV has given Lefranc the perfect foundation to succeed the top post in the region.
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Convertible arbitrage specialist CQS snatches Michael Schulz and Laura Hui from Lehman Hong Kong.
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Inflation remains the biggest risk to the mainland’s equity markets over the medium-term, according to a report from HSBC Investments.
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Equity portfolios lead the gains, putting an end to five months of negative performance.
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One bad month, a core investor flees and the shutters come down. The Swiss principals of Hedge Vision Japan hope now for a new seed investor and the relaunch of its sophomore fund.
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