Bill Gross, formerly of Pimco now of Janus, latest monthly letter is out, and he effectively writes that 2015 is going to be a poor year for asset classes and that the investment world will realise that the growth levels don’t justify current valuations should interest rates increase. It’s an interesting read, see below for […]
Read More →BJC To decide on Metro Vietnam purchase today — BJC will hold its shareholders’ meeting today to consider the acquisition of assets of Metro Vietnam under the new conditions. The IFA states that shareholders should disapprove the purchase as the new conditions pose too high of a risk. (Kao Hoon, 08/01/15) Comment: Despite the IFA’s […]
Read More →If you’re wondering why the market rebounded strongly yesterday, one potential answer is that the Thai Government Pension Fund, which manages THB 1.2 trn in assets, wants to shift more weightings towards equities amid this market volatility, here are a few snippets plus the link to the full article. Thailand’s biggest government-pension fund is seeking […]
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