Markets Insight 11:26am

Time to start switching out of US assets

Havens are looking expensive, writes Russ Koesterich

Billabong sign From COMPANIES Jan 15, 2013

Prospects rise for Billabong bid battle

Owner of North Face brand offers A$527m for Australian group

From COMPANIES Jan 14, 2013

TCS solid advance lifts hopes for growth

Indian outsourcing group unveils higher profits than expected

Jan 14, 2013

China stock index at six-month high

CSI 300 gains on talk of fresh financial reforms

From LEX Jan 13, 2013

Li & Fung on the rack

Hong Kong clothing seller and retail sourcer looks in need of a plan B

From LEX Jan 11, 2013

Japan’s latest stimulus

A risky bet that does not address structural problems

Global Market Overview Jan 9, 2013

Stocks rise on earnings hopes

US Treasuries reverse declines while dollar index ticks up

Jan 9, 2013

End of the road for China’s ‘B’ market

Companies are giving up on equities experiment

From LEX Jan 9, 2013

China construction: harder to call

Beijing’s focus on consumption leaves makers of heavy machinery exposed

From LEX Jan 8, 2013

China dividends: misguided policy

Shanghai Stock Exchange’s new rules miss the point

From LEX Jan 8, 2013

Zoomlion: crisis management

Chinese groups need a step-by-step plan in case of attack by short sellers

Global Market Overview Jan 4, 2013

US jobs gains calm investor nerves

Equities turn round and dollar trims advance after non-farm payrolls

From FT TRADING ROOM Jan 4, 2013

Japan ‘super-bourse’ makes rocky start

Shares in Japan Exchange Group fall 9.4% on debut

Global Market Overview Jan 3, 2013

Fed minutes hit stocks as rally fizzles

FOMC policy makers wary of bond purchases

Jan 3, 2013

Investors embrace ‘Abe trade’ on Japan

Japanese share valuations attractive and yen is weak

Global Market Overview Jan 2, 2013

Tax truce spurs global risk rally

Equities surge but first signs of fatigue in FX

Dec 28, 2012

Time is ripe for the markets’ ‘great rotation’

Signs of a shift from sovereign debt to equities

Dec 28, 2012

Nikkei notches up best year since 2005

Start of bull market forecast as Japan’s PM ramps up stimulus

Dec 28, 2012

US budget impasse curbs Asia markets

Japanese shares hit fresh 2012 high as yen slides further

Dec 27, 2012

Fiscal cliff disquiet damps equity gains

Investors waver amid wait for fresh US talks