Asia-Pacific markets have reached our index target, but we see no imminent threat to the outlook. Can the rally continue? In the short-term we believe so, particularly if the major central banks acquiesce. - Malcolm Wood Quotes
Asia-Pacific markets have reached our index target, but we see no imminent threat to the outlook. Can the rally continue? In the short-term we believe so, particularly if the major central banks acquiesce. Malcolm Wood
 Asia

More - Malcolm Wood Quotes

Asia-Pacific markets have reached our index target, but we see no imminent threat to the outlook. Can the rally continue? In the short-term we believe so, particularly if the major central banks acquiesce. - Malcolm Wood Quotes

Asia-Pacific markets have reached our index target, but we see no imminent threat to the outlook. Can the rally continue? In the short-term we believe so, particularly if the major central banks acquiesce.

Malcolm Wood

 Asia
Clients and investors inevitably say that a yield curve inversion spells a recession, but looking at the US yield curve in the context of other indicators, the news is positive. - Malcolm Wood Quotes

Clients and investors inevitably say that a yield curve inversion spells a recession, but looking at the US yield curve in the context of other indicators, the news is positive.

Malcolm Wood

 
From time to time, you may have indigestion in the market. It's that sort of a curse. Analyze the businesses that are coming and make your decisions on that basis. Just don't buy them because they are coming. - Malcolm Wood Quotes

From time to time, you may have indigestion in the market. It's that sort of a curse. Analyze the businesses that are coming and make your decisions on that basis. Just don't buy them because they are coming.

Malcolm Wood

 
In China, we stress a portfolio focused on domestic stocks and certain market leading consumer stocks in industries where there has been consolidation. Banks are also interesting, with good credit growth, the probability for increased fee income and implementations of cost cutting measures. Valuations may not be cheap but still appear attractive. - Malcolm Wood Quotes

In China, we stress a portfolio focused on domestic stocks and certain market leading consumer stocks in industries where there has been consolidation. Banks are also interesting, with good credit growth, the probability for increased fee income and implementations of cost cutting measures. Valuations may not be cheap but still appear attractive.

Malcolm Wood

 
Almost everyone we know right now is moving. - Malcolm Wood Quotes

Almost everyone we know right now is moving.

Malcolm Wood

 
A lot of the domestic-demand stocks, which have been our focus, are at elevated valuations now. - Malcolm Wood Quotes

A lot of the domestic-demand stocks, which have been our focus, are at elevated valuations now.

Malcolm Wood

 Focus
We remain overweight on the global growth proxies of Taiwan, [South] Korea and Singapore. - Malcolm Wood Quotes

We remain overweight on the global growth proxies of Taiwan, [South] Korea and Singapore.

Malcolm Wood

 Growth
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