Research & Insight

Much has been written about what has transpired on Wall Street and its impact on economies and financial markets in the rest of the world, for us to recount the same here. Instead, it would be worth going back to the basics of why India remains among the best places to invest in over the long term and if there are pitfalls in the short term, then how we must deal with them. The collateral damage wrought to the Indian stock market could prove on hindsight to have been the trough that long-term investors ought to capitalise on quickly.

The Chinese government has raised the priority of healthcare. In particular, equality of healthcare, in tune with its current Five Year Plan emphasis on the improvement of rural livelihoods and standards of living.

According to the “Annual Report on Small and Medium Enterprises (SMEs)” by the Korean government’s SMBA (Small and Medium Business Administration), the number of SMEs in 2006 was 3 million, hiring 10.9 million employees. This made up 99.9% of the total number of business enterprises and contributed 87.5% to employment in Korea. SMEs’ contribution to employment in Korea is much higher than other countries – Japan 77.8%, Taiwan 76.6% (2005 data), US 50.4% and the UK 58.8%.

Rexiter’s Global Emerging Markets Local Currency Bond Strategy has its first anniversary.

October 2008 was a rocky month on the Korean peninsula marked by absences, balloons and suspicious photographs, and the attainment of a critical currency stock index crossover! In the Republic of Korea (RoK) at end September, you needed KRW1,206.50 to buy one US dollar. By October 28 in the face of growing scarcity, you needed KRW1,459.30 for that same dollar, but just three days later it only required KRW1,306.05!