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Five key investment themes for 2015

  Author: Asia First Financial Intelligence ( Asia First Financial Intelligence )
 May, 2015
  Price: FREE

Abstract:

During a recent BNP Securities Services event in Hong Kong, entitled “Let’s Get Real’, held for key institutional investors and asset managers, Richard Iley, Chief Economist at BNP Paribas, addressed the global investment outlook as investors consider the remainder of 2015 and into 2016. 

Iley outlined the macro-economic picture across the US, Europe, Japan and China and highlighted five key themes: 
  • US economy and US$ continuing outperformance
  • More Euro and yen weakness to come
  • Japanese and European equities to remain attractive (on a hedged basis)
  • China’s equity bull market is not fundamentally based and will reverse
  • Low oil prices will remain for some time

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