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Archive for January, 2008

Emerging Market Best Performer in 2008?

Emerging market stocks are expected to be the best performer in 2008. South Korea, Taiwan and Hong Kong are tops in Asia, with emerging markets in Europe, Latin America and Mid East being the best. Read on from the Citi Private Bank analyst.
Thailand: Emerging equities to shine in 2008; Citi analyst says US will underperform, [...]

Hedge Funds Winners and Losers 2007

Hedge funds winners in 2007 were those that bet on emerging markets and sub-prime issues. Those produced the big winners. Losers were the computer-based modelling quant strategies’ funds. Many were overwhelmed by wild price swings caused by the second half’s credit problems. Here’s a review of the funds that made the headlines.
Big winners, losers for [...]

Financial Fitness Test - FAIL (for Aussies)

Our Aussie friends are not as fit as they’d like to be - finance-wise. Close to 1 in 3 were unsure of their financial future. And if you walk the street of Sydney or Melbourne, every other person you meet would have no idea how to plan for one. This is indeed alarming for our [...]

India stocks to go higher in 2008, but at slower rate

India stock watchers are expecting the markets to be tougher this year too (now just who isn’t…). Lower interest rates could help the real estate sector.
India, Experts speak, The Economic Times, 1 January
Ratnesh Kumar MD & Head-India, Citi Investment Research
I expect 2008 to be a tougher, yet a positive year for Indian equities. Growth drivers [...]

China Stocks End Year with a Bang - But Don’t Expect Repeat in 2008

Happy New Year! I’m sure non are happier than the Chinese stock market investors. The Shanghai Composite Index ended the year up 97%! But at a PE Ratio of 59, many are jittery. Global pundits seem to be united in their predictions for China - don’t expect a repeat in 2008.
China stocks could be hindered [...]