Posted on Thursday, November 25, 2010 at 11:27 pm CST
Equity Markets. All the major equity markets, and most of the emerging markets, have moved higher over the month. Wall Street has provided most of the momentum, encouraged by optimistic comments from the Fed and by the flow of favourable corporate results.
Source: Shaw Capital Management
Posted on Friday, October 29, 2010 at 7:51 pm CDT
Brazil’s economy emerged from a deep but short recession in the second half of last year. The economy is expected to grow by at least 5.5% this year. But along with economic growth, expectations of higher inflation have also returned.
Source: Shaw Capital Management
Posted on Friday, October 29, 2010 at 7:46 pm CDT
With gross domestic product clocking 10.2% growth from a year ago in the fourth quarter, and 4.2% from the previous quarter, Taiwan returned to pre-financial crisis growth levels. In spite of the strong recovery in the second half of the year
Source: Shaw Capital Management
Posted on Friday, October 29, 2010 at 7:21 pm CDT
China’s Economy: by Shaw Capital Management Korea - China will continue fiscal stimulus spending and its current monetary policies this year as the country has, in the opinion of the Chinese Communist Party, not fully recovered from the economic downturn.
Source: Shaw Capital Management
Posted on Thursday, October 28, 2010 at 7:48 pm CDT
The Democratic Party of Japan (DPJ) government submitted to the Diet the fiscal 2010 budget amounting to ¥92.3 trillion, its first budget since its inauguration in mid-September. The budget was even larger than its counterpart for the current fiscal year — which was already a record if one includes the second supplementary stimulus package, approved last December
Source: Shaw Capital Management
Posted on Thursday, October 28, 2010 at 7:44 pm CDT
Shaw Capital Management Korea February Newsletter: Article three of three - The markets are assuming that the more powerful members of the eurozone will support the weaker members in order to prevent defaults that might threaten the single currency structure; but the yield spreads have widened considerably to reflect the increased risks.
Source: Shaw Capital Management
Posted on Thursday, October 28, 2010 at 7:42 pm CDT
Shaw Capital Management Korea February Newsletter: Article two of three - Bond markets in mainland Europe have also fallen back towards year-end. There are signs of a modest improvement in the background economic situation in the euro-zone; and this seems to be persuading the European Central Bank to withdraw some of the liquidity measures that it introduced to counter the recession as part of a general tightening of monetary policy that might soon include higher short-term interest rates.
Source: Shaw Capital Management
Posted on Thursday, October 28, 2010 at 7:39 pm CDT
Japan’s Economic Growth Slowed Again Part 2: Shaw Capital Management Article - Japan’s economic recovery appears to have faltered unexpectedly sharply during the second quarter of this year. The government’s preliminary GDP statistics put the real quarter-to-quarter growth rate at 0.1%, which translates into an annualised 0.4%, marking an expansion for the third consecutive quarter.
Source: Shaw Capital Management
Posted on Thursday, October 28, 2010 at 7:37 pm CDT
Japan’s economic recovery appears to have faltered unexpectedly sharply during the second quarter of this year. The government’s preliminary GDP statistics put the real quarter-to-quarter growth rate at 0.1%, which translates into an annualised 0.4%, marking an expansion for the third consecutive quarter.
Source: Shaw Capital Management
Posted on Thursday, October 28, 2010 at 7:35 pm CDT
Shaw Capital Management Korea News Release - We have seen major developing economies like China and India apply the brakes earlier this year, as inflation grew on the back of commodity shortages. World growth was running at 4.5%, only 1% or so below the record growth rates of the mid-2000s. This was too fast for raw material supplies to accommodate with current technology.
Source: Shaw Capital Management