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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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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.
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Withdrawal symptom - Vodafone's decision to drop its Myanmar bid is an encouraging sign
14 June 2013
Few things excite a telecommunications company as much as an emerging market with high GDP growth and a low rate of mobile phone penetration. So it is interesting to note the recent decision by Vodafone – whose prior forays into emerging markets, as we have seen in articles such as Dialling down, have not been universally successful – pull out of the bidding for a telecoms licence in Myanmar.
