Pagina 2 di 2 PrimaPrima 1 2
Risultati da 11 a 17 di 17

Discussione: fondi far est, è il momento giusto?

  1. #11
    Jan. 27 (Bloomberg) -- Australian shares and Japan’s stock futures gained as U.S. economic indicators sparked optimism demand for commodities and Japanese-made goods will recover.

    BHP Billiton Ltd., the world’s biggest mining company, leapt 5.2 percent in Sydney after metal prices jumped in London. U.S.- traded receipts of Sony Corp. gained 1.3 percent from the closing price in Tokyo after U.S. home sales and the Conference Board’s index of leading indicators unexpectedly advanced. Honda Motor Co., which get’s about half its sales in North America, added 1.3 percent as the weakening yen also gave a boost Japanese shares.

    “There is optimism in the market the global economy will recover from the latter half of this fiscal year,” said Mamoru Shimode, Tokyo-based chief equity strategist at Deutsche Bank AG, said in an interview with Bloomberg Television. “That optimism may help the stock market push through the current downturn.”
    ...

    http://www.bloomberg.com/apps/news?p...3fQ&refer=home

  2. #12
    Asia stocks extend rally, risk-taking on show
    9:35 PM, 24 Mar 2009

    HONG KONG - Asia stocks struck two-month highs on Tuesday and higher-yielding currencies jumped against the yen as Washington's plan to relieve banks of toxic debt spurred investors to pick up riskier assets.

    The gains in major Asian equity markets followed a 7 per cent surge in the US S&P 500, which was also supported by a surprise rise in home sales that spurred hopes a recovery is taking hold in the battered housing market at the heart of the global credit crisis.

    Financial shares extended their rally after investors cheered the US Treasury's plan to free banks of up to $US1 trillion in troubled mortgage securities and other loans, part of an array of measures designed to jump start lending and the economy.

    Asian currencies edged up and have recovered somewhat as foreign investors slowly shifted money back to the region.

    The revival in risk-taking boosted currencies such as the Australian and New Zealand dollars against the yen as carry trades - borrowing in low-yielding currencies and buying higher-yielding ones - showed signs of making a comeback.

    As financial markets have stabilised, gauges of volatility have dropped and made carry trades seem more appealing.

    The yen fell to multi-month lows, with the Australian dollar hitting a 4-½ month high near 69.50 yen in the Asian day.

    The MSCI index of Asia-Pacific shares outside Japan climbed about 2 per cent, taking gains to 28 per cent from the five-year low hit last November.

    Japan's Nikkei share average climbed 3.3 per cent and struck a two-month high. The Nikkei's rose 21 per cent from its lows hit earlier this month
    Hong Kong shares rallied 3.4 per cent to a 10-week high, with HSBC leading the charge as Europe's top lender joined the rally in global bank stocks.

    Stocks from Sydney to Mumbai also rose, but were much lesser than the gains in Tokyo and Hong Kong.
    ...

    http://www.businessspectator.com.au/...P?OpenDocument

  3. #13
    Indice Nikkei in rialzo nonostanto lo stacco di dividendi che ha sottratto punti all' indice.

    26/3

    La Borsa di Tokyo ha chiuso oggi in rialzo. Il Nikkei ha guadagnato l'1,8% a 8.636,33 punti ed il Topix l'1% a 826,81 punti. Per il Topix si è trattato della nona seduta positiva di fila. In luce gli esportatori. Honda ha guadagnato l'1,7%, Canon il 3,5% e Panasonic l'1,7%. Sia gli ordini di beni durevoli che le vendite di nuove case hanno registrato lo scorso mese negli USA, il principale partner commerciale del Giappone, un forte aumento.

    Sony ha chiuso in rialzo del 6,7%. Merrill Lynch ha alzato il suo rating sul titolo del colosso dell'elettronica da "Neutral" a "Buy". La banca d'affari crede che le importanti misure di ristrutturazione lanciate da Sony condurranno ad una veloce ripresa dei suoi profitti.

    SUMCO ha guadagnato l'8,2%. Nikko Citigroup ha alzato il suo rating sul titolo del secondo produttore al mondo di wafer di silicio a "Buy". Il broker ha osservato che la domanda nel settore sta riaumentando.

    Elpida ha guadagnato il 18%. Il primo produttore giapponese di memorie ha annunciato che due sue sussidiarie hanno l'intenzione di raccogliere ¥45,8 miliardi attraverso l'emissione di nuovi titoli. In seguito alle operazioni aumenterà il patrimonio netto di Elpida che potrà quindi evitare di essere obbligata a ripagare in anticipo dei prestiti alle banche.

    ...

    http://www.borsainside.com/mercati_a...rsa_tokyo.shtm

  4. #14
    “We need some kind of correction, maybe around 5 to 10 percent, and after that we can maybe rally more into July,” said Faber, the publisher of the Gloom, Boom & Doom report. “The economic news, while it won’t be good, the rate of getting worse will slow down.”

    ....
    In Asia, stocks offer “much better value” than U.S. shares, and investors should seize the opportunity to buy the region’s equities on “every setback,” Faber said. Japanese stocks also “look interesting,” he added.

    “If you buy Asian equities in the next three months, over the next five to 10 years, for sure you will make money,” he said. “Asian exporting countries will benefit the most from an expansion when it happens.”


    Faber is less favorable on bonds, saying they are entering a “long-term bear market” that can last for the next 15 years to 20 years.

    Investors should also diversify into the currencies of Canada, Australia and Singapore because in the U.S. dollar “may weaken somewhat,” he added. The dollar has strengthened against all of the so-called Group of 10 currencies except the yen in the last 12 months, according to data tracked by Bloomberg.

    Faber still advises investors to buy gold even though the precious metal is going to be “dead money” in the next three to six months. He plans to buy more gold if prices drop to between $750 and $800 an ounce, he added. Prices retreated yesterday to $872.8, the lowest in more than two months.
    April 7, 2009 00:52 EDT

    http://www.bloomberg.com/apps/news?p...d=ab8tlTJxNOSE

  5. #15
    giovedì 9 aprile 2009
    (Reuters) - Tornano a salire le borse asiatiche dopo il calo di ieri, spinte dal comparto tecnologico dopo che il partito di governo in Giappone ha illustrato un piano di stimolo economico più ricco del previsto.

    Intorno alle 8, l'indice MSCI che esclude il Giappone sale di quasi il 3%. Tokyo ha chiuso con un balzo del 3,74%.

    In luce TAIWAN (+4,12%), uno dei migliori mercati azionari quest'anno, con il produttore di chip UMC in forte progresso grazie a segnali di ripresa della domanda.

    Anche a SEOUL il rialzo è di oltre il 4%. La banca centrale della Corea ha mantenuto i tassi invariati al 2%, minimo storico, e ha detto che c'è ancora spazio per altri tagli anche se l'economia sembra aver rallentato il forte declino.

    Positive tutte le altre borse, con HONG KONG in rialzo di circa il 3% ...

    http://borsaitaliana.it.reuters.com/...53803120090409

    Lee Jin-woo at Mirae Asset Securities said: "The (CBOE's) VIX briefly dipped below the important 40-level benchmark yesterday, indicating much-improved sentiment, and a relief rally will likely continue for a while given signals of an economic recovery."

    BNP Paribas analyst Ng Wee Siang in Singapore also indicated sentiment was improving: "While nonbelievers still outnumber optimists, we sense that investors are starting to warm up to the notion that perhaps the market has seen the worst."
    Insurance and electronics stocks were leading the rally in Japan,
    ...
    Financials and builders were gaining in Korea
    ...
    http://www.marketwatch.com/news/stor...D8B28B4E8DC%7D
    Higher commodity prices were boosting diversified miners in Australia

  6. #16
    giovedì 7 maggio 2009 08:24
    TOKYO (Reuters) - Chiusura in deciso rialzo per la borsa di Tokyo, con il Nikkei ai livelli più alti degli ultimi sei mesi.

    L'indice sale del 4,55% a 9.385,70 punti mentre il Topix guadagna il 4,61% a 885,93.

    L'attenuarsi dei timori per il sistema finanziario Usa spinge al rialzo i titoli bancari, con il sottoindice di settore in progresso del 10,5%.

    Mizuho Financial Group mette a segno un rialzo di oltre il 12%., Mitsubishi UFJ Financial Group balza di quasi il 16%, Sumitomo Mitsui Financial Group di oltre il 12%, Nomura Holdings guadagna oltre l'8%.
    ....

    http://borsaitaliana.it.reuters.com/...54602H20090507

  7. #17
    09:53:00 | 15 June 2009

    Breaking from the traditional fund manager mantra of telling investors to buy and hold with a long term view, Jupiter's Japan specialist Simon Somerville has admitted that Japan is a market to trade, not to hang on to.

    'It is easy to buy Japan but people always forget to sell it,' the A-rated Jupiter manager says.

    Somerville, who will manage the newly launched Luxembourg-domiciled Jupiter Japan Select fund, thinks that such honesty is a reason why clients can trust his fund management approach.

    'It seems to me that it is better for me to have clients who believe in me, so I don’t always tell people to buy Japan whatever the circumstances,' he says. 'If they can get out having made money then they will come back next time. I personally don’t believe Japan is a buy and hold market, unlike China and India which you can buy and hold for a 20 year view. There is a time for Japan. And it feels like we are getting closer and closer to that time at the moment.'

    Somerville, who has run the £126 million (€148 million) UK-domiciled Jupiter Japan Income fund since 2005, thinks there is about to be another flood of money making its way into Japanese stocks.

    'It seems to me that we are getting to that wonderful stage we reach every four or five years when Japan is completely unloved by everyone,' he says. 'I love these times, as it means Japan will get interesting again. There is a fantastic valuation argument for Japanese equities and at the moment asset allocation is generally very low to it. We could be reaching the time in market where a lot of money floods back into Japan and it will go up too fast too quickly and it will be time to get back out again.'

    His new Japan Select fund will be similar to his existing top-performing fund, but with a couple of key differences. Firstly, because of its relatively small size, Somerville is looking forward to being able to explore the small cap space for a small part of the Japan select fund. 'The real value is in small caps and if investors start coming back to Japan it will drive a small cap rally,' he says.

    The other key difference between his existing fund and his new one is that he will be able to invest up to 20% in the rest of Asia, although he expects this figure to be closer to 5%. Two or three of his best Asian ideas may now enter his 40 stock portfolio, which will be benchmarked against the Topix index.
    ....


    http://www.citywire.co.uk/profession...=344748&Page=2


    http://translate.google.com/translate_t?hl=it#

Segnalibri

Permessi di Scrittura

  • Tu non puoi inviare nuove discussioni
  • Tu non puoi inviare risposte
  • Tu non puoi inviare allegati
  • Tu non puoi modificare i tuoi messaggi
  •