Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

In my opinion

Anton Tonev, Trium

BoJ versus MoF: Who will win Japan’s monetary tug-of-war?

Anton Tonev, head of strategy, Trium Larissa Global Macro writes that the weakness of the Japanese Yen (JPY) is becoming disorderly to the extent it is starting to worry the Ministry of Finance (MOF), prompting it not only to ask the Bank of Japan (BOJ) to intervene directly in the currency market but also putting pressure on the central bank to expedite and increase the pace of interest rate hikes. 

Archana Jahagirdar, Rukam Capital

Venture capital opportunities in India’s startup ecosystem

Archana Jahagirdar, Founder, Rukam Capital, writes that India’s elections have generated significant international interest, with extensive analysis of what it means for one of the world’s biggest economies and for investment opportunities in India’s future.

Alison Savas, Antipodes Partners

Could Korean equities match Japan’s record stock market rally?

Alison Savas, investment director at Antipodes Partners, writes that it’s not uncommon to find conglomerate businesses in Korea and Japan with a large dominant shareholder (often a family), cross shareholdings, inefficient balance sheets with loads of cash or investments weighing on returns on equity, and low payout ratios.

Tim Crawmer, Payden & Rygel

A world of opportunity in Global High Yield Bonds

Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also, given that equities had a strong year last year, big funds have taken some chips off the table in equities and put them into fixed income.

Alex Barr and James Witter, Sarasin Bread Street

Where to for private markets in 2024?

Alex Barr and James Witter, partners and co-heads at Sarasin Bread Street, write that it’s been an eventful year with many negative headlines about the dynamics of the private equity market – is the asset class still attractive?

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