Long memories in Indonesia

Anyone cursorily analysing the last 15 years would be amazed to see how central banks commercial banks and money managers have in their own ways cheered the sup...

Analysing emerging market currencies

Two markets do stand out, however. These have seen amongst the largest normalised deviations from trend yet are still expected to see significant current accoun...

Global Recession? Almost Certainly No

In all the idea that the world economy is again teetering on the brink is unsubstantiated. This is important because smarter heads than I calculate that the US ...

2016 – the new year not a good year so far

Valuations are supportive and we believe that it would take a major negative – such as a recession – to see the market move down significantly from here. Th...

China: three reasons for some cheer

In the midst of the negativity and sell-off in Asian markets, I am starting to turn a bit more optimistic.

The China syndrome overblown

Selling makes sense if one has reason to believe that the future market’s trend is downwards. My view of the fundamentals is that this is simply not the case....

Investing in emerging markets as US rates rise

How do you take advantage of a sector that can be risky and difficult to access Here we explore what to look for when assessing whether an emerging market is a ...

Chris Caton: thoughts for shares and the A$ in 2016

BT Financial Group’s Chief Economist Chris Caton gives his forecast for 2016, and looks at what the first rate hike from the US Federal Reserve means for ...

Call BTIM on 1800 813 886 today to discuss or email