The region still offers plenty of growth and an ideal way for investors to diversify. Read More
Analysis
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Clear FilterWhile the Trans Pacific Partnership isn’t going to radically change the world, it opens up a number of opportunities. Read More
Today’s rate decision doesn’t make international bonds more attractive. Read More
Markets worldwide lurched downward this month and Pacific markets were no exception. And both Western and Eastern Pacific currencies continued their decline against the dollar, lowering the dollar value of shares quoted in those countries.However, currency declines are not a reason to exit your investments… Read More
Look past drug cartels to low inflation and thriving businesses. Read More
We won’t get much peace until our central bank makes a move. Read More
Philippines stocks rocket up, China be damned. Read More
Many investors want to get exposure to Pacific Basin economies and markets through mutual funds, believing the difficulties of investing directly in Pacific stocks makes mutual funds a better way to go. So we’ve selected a few indexed and non-indexed funds, taking account of geographical spread, costs and the manager’s… Read More
Markets fluctuated this month but ended up flat, with the MSCI AC Pacific Index being flat on the month but remaining down 7% over the three months since Pacific Wealth started. The major influence was China, which recovered partially from the 32% fall in the Shanghai stock market, helped by… Read More
China’s recent move to devalue the yuan will benefit the nation’s exporters and our portfolio. Read More
Trans-Pacific Partnership negotiations hit a snag, but the deal matters enough to get done. Read More
South Korea is quite rich—it has GDP per capita of $35,277 about 65% of that of the United States, purchasing-power wise. Yet it runs a budget surplus, has positive real interest rates, and has avoided most of the policy errors of the rich world. It also has projected 2015 and… Read More
But most in the region are on track for a good year. Read More
Its currency competitiveness has led Malaysia to export strength. Read More
The products and services we take for granted are driving great growth there. Read More
But acceptance of its currency is just recognizing its existing influence. Read More
Many say it's in bubble territory, but not when you consider history and cash flow. Read More
President Obama scored a major victory this week taking the Trans-Pacific Partnership (TPP) another step to becoming a reality.On Tuesday, the Senate voted 60-38 to pass fast track authority for the President, giving him the power to submit trade agreements to Congress for an up-or-down vote without amendments. That came… Read More
Regardless of whether you’re buying shares of companies based in Kuala Lumpur, Malaysia or Kalamazoo, Michigan, they’re generally driven by the same fundamentals. Is the business growing? Are earnings consistently rising? Does the company carry a lot of debt? If the answers are yes, yes and no, odds are the… Read More
Welcome again to Pacific Wealth, which launched last month against something of a market headwind. The MSCI Barra Pacific Index was down 4.4% on the month, with much of the drop occurring in the last week.What’s more, Japan, in which we are deliberately underweighted compared with its 41% weight in… Read More