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If Trump is thinking of running on the same slogan as two years ago, he will need to add something – “Make America Great Again – it should be easier from a lower base…” While it would be unfair to blame the President for the entirety of the ‘Trump dump’, the sniping at the Fed, the incompetence of the foreign policy (what policy?) and the totally unnecessary trade wars are material factors. Yet the main drivers of the recent turbulence in markets have been in place since last year.
Following the sharp setback in global equity markets it is important to reassess the case for Japanese equities within developed markets. Simply put, corporate margins continue to be improved through ongoing restructuring, cash flow generation is strong, balance sheets are liquid and in many cases debt-free and valuations are very low. The shareholder will progressively continue to get a better return going forward. The following example, courtesy of John Seagrim at CLSA succinctly makes the case.
In this interview broadcast on 10 September 2018 on the leading daily Chinese business programme ‘Global Business News’, our CEO Jean Keller shares his thoughts on the opportunities the correction in Chinese equities has created for long term investors, and explains why he thinks the outlook is positive despite trade war concerns.
In this article published in the 14 May 2018 edition of Le Temps, our CEO Jean Keller explains why it’s time to give Asia the allocation it deserves in portfolios.
China’s economic outlook and market continues to go from strength to strength and the country now accounts for over 30% of Quaero Capital’s Bamboo strategy. However, while China’s economy is robust, its debt levels remain a concern. President Xi Jinping has decreed that stability is the watchword until October, so volatility would normally remain subdued. But the enduring property bubble is a difficult challenge for the Beijing leadership.Read more