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No Comments Posted on 14 November 2008

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,...

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Category: Equity, General

No Comments Posted on 11 November 2008

China is the biggest retail market in Asia (ex-Japan) and the fourth largest globally (the same size as the United Kingdom). Rapid GDP growth, the rise of the middle-class and disposable income has kept China the fastest growing...

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Category: Equity, General

No Comments Posted on 31 October 2008

I spent the last two and a half weeks travelling in China, meeting with companies, government think-tanks, officials and ordinary citizens. Although the economic picture is rapidly changing due to accelerated deterioration of...

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Category: Equity, General

No Comments Posted on 15 October 2008

Emerging markets forecasts for EMEA (Russia, Turkey and South Africa), ASIA (China and India) and LATAM (Brazil and Mexico).

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Category: Equity, Fixed Income, General

No Comments Posted on 17 September 2008

Rexiter’s synthetic cash strategy celebrates its successful one year track record and, despite a tough year for investing, impressive total returns.

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Category: Fixed Income

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