Analysis

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

  • August 19, 2015

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

  • July 28, 2015

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

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