Fundweb - Analysis http://www.fundweb.co.uk http://www.fundweb.co.uk http://www.fundweb.co.uk/magazine/graphics/logo.png http://www.fundweb.co.uk Is Japan’s stockmarket already overvalued? http://www.fundweb.co.uk/asia/is-japans-stockmarket-already-overvalued/1071292.article http://www.fundweb.co.uk/asia/is-japans-stockmarket-already-overvalued/1071292.article The Japanese stockmarket has had a strong run for the past few months, after a weakening yen bolstered exporters and investors were encouraged by moves to stimulate the world’s third largest economy. Thu, 16 May 2013 15:26 GMT Investors most bullish on Japan and US, survey finds http://www.fundweb.co.uk/home/news/investors-most-bullish-on-japan-and-us-survey-finds/1071262.article http://www.fundweb.co.uk/home/news/investors-most-bullish-on-japan-and-us-survey-finds/1071262.article Investors are showing a three-year high in confidence for Japan and US, according to a poll by Bloomberg. Thu, 16 May 2013 12:26 GMT Japanese GDP surges as Abe’s ‘shock and awe’ pays off http://www.fundweb.co.uk/asia/japanese-gdp-surges-as-abes-shock-and-awe-pays-off/1071240.article http://www.fundweb.co.uk/asia/japanese-gdp-surges-as-abes-shock-and-awe-pays-off/1071240.article The Japanese economy expanded at its quickest pace in a year during the first quarter, offering signs that prime minister Shinzo Abe’s growth plans are bearing fruit. Thu, 16 May 2013 08:28 GMT Weaker yen pushes Nikkei over 15,000 mark http://www.fundweb.co.uk/asia/weaker-yen-pushes-nikkei-over-15000-mark/1071182.article http://www.fundweb.co.uk/asia/weaker-yen-pushes-nikkei-over-15000-mark/1071182.article Index’s first time to break through in five years Wed, 15 May 2013 10:41 GMT Artemis' de Tusch-Lec looks to Asian REITs for competitive yields http://www.fundweb.co.uk/fund-news/artemis-de-tusch-lec-looks-to-asian-reits-for-competitive-yields/1070871.article http://www.fundweb.co.uk/fund-news/artemis-de-tusch-lec-looks-to-asian-reits-for-competitive-yields/1070871.article Asian REITs provide competitive yields and can benefit from liquidity, as well as a hedging against inflation. Thu, 9 May 2013 16:04 GMT Ignis: Five themes investors have to watch in Q2 http://www.fundweb.co.uk/global/ignis-five-themes-investors-have-to-watch-in-q2/1070427.article http://www.fundweb.co.uk/global/ignis-five-themes-investors-have-to-watch-in-q2/1070427.article Ignis’ Stuart Thomson believes investors need to concentrate on alpha not beta in the current environment, as central banks could start to withdraw unprecedented liquidity from financial markets. Tue, 30 Apr 2013 16:11 GMT Alliance's Michaelis: China's clean energy grows irrespective of economy http://www.fundweb.co.uk/emerging/alliances-michaelis-chinas-clean-energy-grows-irrespective-of-economy/1070367.article http://www.fundweb.co.uk/emerging/alliances-michaelis-chinas-clean-energy-grows-irrespective-of-economy/1070367.article Alliance Trust head of SRI Peter Michaelis says China’s natural gas industry is set to grow over the next 10 years. Tue, 30 Apr 2013 11:32 GMT Baillie Gifford's Whitley takes alternative view of Japaneses stocks http://www.fundweb.co.uk/baillie-giffords-whitley-takes-alternative-view-of-japaneses-stocks/1070248.article http://www.fundweb.co.uk/baillie-giffords-whitley-takes-alternative-view-of-japaneses-stocks/1070248.article Head of Japanese equities Sarah Whitley looks past the regular features of the Japanese market to find long-term growth stocks. Mon, 29 Apr 2013 09:30 GMT Schroders' Maisonneuve: slowing in China's GDP is only 'sticking point' http://www.fundweb.co.uk/asia/schroders-maisonneuve-slowing-in-chinas-gdp-is-only-sticking-point/1069883.article http://www.fundweb.co.uk/asia/schroders-maisonneuve-slowing-in-chinas-gdp-is-only-sticking-point/1069883.article Despite weaker than expected GDP figures from China Virginie Maisonneuve says the country is still ”heading in the right direction” Mon, 22 Apr 2013 12:52 GMT Fitch downgrades China in credit build-up warning http://www.fundweb.co.uk/home/fitch-downgrades-china-in-credit-build-up-warning/1069206.article http://www.fundweb.co.uk/home/fitch-downgrades-china-in-credit-build-up-warning/1069206.article Fitch Ratings has cut China’s local currency debt rating after warning that recovery in the world’s second largest economy is being threatened by a build-up in credit. Wed, 10 Apr 2013 08:30 GMT JPM’s Titherington: Income can tap into emerging market growth http://www.fundweb.co.uk/jpms-titherington-income-can-tap-into-emerging-market-growth/1067258.article http://www.fundweb.co.uk/jpms-titherington-income-can-tap-into-emerging-market-growth/1067258.article Seeking out income in emerging market equities can plug into growth, says JP Morgan’s Richard Titherington. Thu, 7 Mar 2013 09:41 GMT Capital Economics: Give ‘currency wars’ talk a rest http://www.fundweb.co.uk/home/news/capital-economics-give-currency-wars-talk-a-rest/1066348.article http://www.fundweb.co.uk/home/news/capital-economics-give-currency-wars-talk-a-rest/1066348.article Financial markets should ignore speculation that the world’s major economies are set to launch ‘currency wars’, a leading macroeconomic forecasting consultancy argues. Tue, 19 Feb 2013 15:46 GMT Non-core funds most consistent at end of 2012, says F&C study http://www.fundweb.co.uk/fund-news/non-core-funds-most-consistent-at-end-of-2012-says-fc-study/1065572.article http://www.fundweb.co.uk/fund-news/non-core-funds-most-consistent-at-end-of-2012-says-fc-study/1065572.article Funds investing in non-core areas such as emerging markets were the most consistent performers during the final quarter of 2012, according to F&C Investment’s latest FundWatch survey. Wed, 6 Feb 2013 15:12 GMT 64 funds with major positions in under-fire Standard Chartered http://www.fundweb.co.uk/asia/64-funds-with-major-positions-in-under-fire-standard-chartered/1055904.article http://www.fundweb.co.uk/asia/64-funds-with-major-positions-in-under-fire-standard-chartered/1055904.article Aberdeen’s Asian equities team holds the bank in a number of its funds. Tue, 7 Aug 2012 10:53 GMT Mobius: Not time for China panic yet http://www.fundweb.co.uk/emerging/mobius-not-time-for-china-panic-yet/1055813.article http://www.fundweb.co.uk/emerging/mobius-not-time-for-china-panic-yet/1055813.article Templeton Emerging Markets trust manager Mark Mobius says China’s slowdown should not cause too much concern. Fri, 3 Aug 2012 16:25 GMT Fitch: China will avoid hard landing but imbalances persist http://www.fundweb.co.uk/asia/fitch-china-will-avoid-hard-landing-but-imbalances-persist/1054765.article http://www.fundweb.co.uk/asia/fitch-china-will-avoid-hard-landing-but-imbalances-persist/1054765.article Fitch Ratings expects the world’s second largest economy to grow by 8 per cent this year. Tue, 17 Jul 2012 09:23 GMT Foreign investment to Europe doubles in 2011 http://www.fundweb.co.uk/europe/foreign-investment-to-europe-doubles-in-2011/1052942.article http://www.fundweb.co.uk/europe/foreign-investment-to-europe-doubles-in-2011/1052942.article Wed, 13 Jun 2012 15:25 GMT Investors need eyes on Japan's policy decisions, says Standard Life's Milligan http://www.fundweb.co.uk/asia/investors-need-eyes-on-japans-policy-decisions-says-standard-lifes-milligan/1052041.article http://www.fundweb.co.uk/asia/investors-need-eyes-on-japans-policy-decisions-says-standard-lifes-milligan/1052041.article Fri, 25 May 2012 16:16 GMT OECD joins IMF in calling for more infrastructure funding http://www.fundweb.co.uk/global/oecd-joins-imf-in-calling-for-more-infrastructure-funding/1051821.article http://www.fundweb.co.uk/global/oecd-joins-imf-in-calling-for-more-infrastructure-funding/1051821.article Tue, 22 May 2012 14:59 GMT Concerns over China real estate "pure schadenfreude", says Tiburon http://www.fundweb.co.uk/asia/concerns-over-china-real-estate-pure-schadenfreude-says-tiburon/1050582.article http://www.fundweb.co.uk/asia/concerns-over-china-real-estate-pure-schadenfreude-says-tiburon/1050582.article Mon, 30 Apr 2012 15:43 GMT