Foreign Investors Turn Sellers in Vietnam After 10-Year Spree
August 30, 2016--They have pumped $3.4 billion in nation's stocks since 2006
Benchmark share index is near the highest in eight years
Foreign investors' infatuation with Vietnam is waning.
After pumping in $3.4 billion since 2006, overseas traders are set to be net sellers of assets traded on Ho Chi Minh City Stock Exchange this year for the first time in a decade, according to data compiled by Bloomberg.
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Source: Bloomberg
BetaShares Weekly Newsletter-Is it time to buy global banks?
August 30, 2016--With expectations rising that the United States Federal Reserve may re-commence its interest rate tightening schedule as early as next month, one potential investment opportunity could be the downtrodden global banking sector.
Indeed, it may surprise some investors to know that rising short-term interest rates can in fact help profitability for some global banks, as it helps fatten net-interest margins (NIMs).
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Source: BetaShares
China Stock Traders Bet $305 Million on Military Tensions
August 30, 2016--Three funds to launch ETFs tracking defense companies
China expected to upgrade its military facilities: GF Fund.
China's stock investors are making a $305 million bet on the nation's military complex.
That's the total that Guotai Asset Management Co., GF Fund Management Co. and Fortune SG Fund Management Co. raised since July from selling the nation's first exchange-traded funds following defense shares.
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Source: Bloomberg
Chinese Banks Step Up Bad-Loan Write-Offs
August 30, 2016--Lenders seek to improve future profitability despite country's economic slowdown.
China's largest banks are writing off huge volumes of soured loans in an effort to clean up their balance sheets, as they look to improve their future profitability despite the country’s economic slowdown.
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Source: Wall Street Journal
SGX Launches SGX APAC ex-Japan Dividend Leaders REIT Index
August 29, 2016--Singapore Exchange (SGX) today announced the launch of the SGX APAC ex-Japan Dividend Leaders REIT Index, composed of 30 real estate investment trusts (REITs) across the Asia Pacific ex-Japan region.
It will be the first SGX index to be used as a benchmark index for a new exchange-traded fund (ETF), which will be issued by Phillip Capital Management (S) Limited (Phillip Capital Management), the asset management arm of Phillip Capital.
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Analysts Gloomy on Hong Kong's Exchange After Shenzhen Link view more BetaShares Weekly Newsletter-Market Insights: Central banks have lost the plot view more Chinese Investors Hunting for Yield Running Out of Options read more
ZyFin MARKETPULSE: Equity and Debt Market Review-India August 2016 view more If you are looking for a particuliar article and can not find it, please feel free to contact us
Inequality and poverty are also of concern. On the positive side, Korea has considerable fiscal space to manage these challenges.
Source: IMF
August 23, 2016--Sell rating ratio on HKEx's stock is at highest since 2013
Shares could fall 20% by year-end, says CMB strategist
Hong Kong Exchanges & Clearing Ltd.'s outlook hasn't improved despite last week's official announcement of a trading link with Shenzhen, according to analysts.
Source: Bloomberg
August 23, 2016--This week's annual meeting of global central bankers at Jackson Hole comes at a time when investors are beginning to question the wisdom of ongoing extreme monetary stimulus.
Contrary to many critics, however, my concern is not that these measures have not worked. Instead, I maintain they're simply not needed, as the global economy is as good as might be expected once allowance is made for slowing potential growth and falling commodity prices.
Source: BetaShares
August 22, 2016--Shanghai index of high-dividend stocks is outperforming
Spread between dividend yields and bond rates is narrowing.
As China's sovereign bond yields tumble to decade-lows, investors are piling into the most defensive part of the stock market in search of returns.
Source: Bloomberg
August 22, 2016--Macro-Economic Review
The International Monetary Fund (IMF) in its report released on 19 July, 2016 stated that economic activity in India remained buoyant as the economy continued to benefit from lower oil prices,positive policy actions and improved confidence.
According to the IMF, India's external sector position in 2015-16 is
broadly consistent with medium-term fundamentals and desirable policy settings. It added that subsidy
and social spending reforms would create space to support supply-side reforms in the country.
Source: ZyFin