Chinese Bank IPOs & Their Investment Implications
Investors in China-based indices should recognize their new exposure to the big Chinese banks in the aftermath of the banks’ IPOs—and the potential risks inherent in such exposure.
Asia/Pacific
Koizumi Steps Down: Implications for Investors in the Japanese Market
Investors in the Japanese market have enjoyed a good run under the Koizumi Administration but will need to monitor whether Koizumi’s successor continues the reform process.
Reassessing the Hong Kong Market
Hong Kong-listed stocks provide direct and indirect exposure to China. Investors should be aware that mainland Chinese companies play an increasingly prominent role in Hong Kong’s stock exchange but that exchange-tracking indices significantly differ in the degree to which they include Chinese shares.
Investing in Asia
Asia beckons western investors, its allure predicated on three compelling attractions: Asia beckons western investors, its allure predicated on three compelling attractions: The continued broadening and deepening of relatively immature capital markets whose development will reflect the expansion of most Asian economies at growth rates substantially faster than those of North America and Europe. Reasonable valuations in…
Indian Venture Capital
This report suggests that India is among the most attractive regions for venture investing in Southeast Asia, and the software and telecom sectors appear particularly promising. Also included is information on 21 partnerships already invested in Indian venture capital.
Increasing Strategic Equity Allocations to Asia
Investors should increase their allocations to Asia at the expense of U.S. and/or European equities.
Japan: Still Time to Get In?
Despite rapid price appreciation and broadening investor bullishness, Japanese equities remain attractive.
Revaluing China’s Renminbi
What are analysts saying about China’s new foreign exchange-rate regime?
Asian Markets Primer Part VI
A look at the performance history and valuations of style indices.
Asian Markets Primer Part V
The varied approaches to defining small cap.