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Schroders Talking Point
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ASEAN powers ahead on path of sustainable growth
17 June 2013
Despite the recent correction, Thai, Philippine and Indonesian stockmarkets have all experienced robust returns in the past few years.
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Schroders Quickview: Japanese equities fall as sentiment reverses
13 June 2013
Japan’s Nikkei index has fallen 20% in 16 trading days in a sharp reversal of the previously successful long Japan equity, short yen trade.
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Asian local currency bonds provide alternative to traditional safe havens
6 June 2013
Asian local currency bonds have various intrinsic strengths, which make them an alternative safe haven asset with low correlations to risk assets.
The Value Perspective News
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On balance – Investors should not seek to reduce risk but weigh it up against potential rewards
19 June 2013
While visitors to The Value Perspective could be forgiven for not sharing our taste in holiday reading material, they may well share our experience of the impact of small children on the odds of completing even one book by the pool. Fortunately, the first 50 or so pages of Risk by John Adams still provided plenty of food for thought.
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Limping along - The normal course of economics has broken down in the platinum industry
18 June 2013
It has been almost four months since The Value Perspective last visited the unhappy world of platinum mining but, in that time, matters have not improved much for the sector in general and Lonmin in particular. Reconciling the current low platinum price with the difficulty of cutting labour costs is proving especially problematic.
