Financial Times (November 15)
“One of Asia’s sleepiest investment sectors has outperformed tech stocks.” Share prices have soared at Japanese banks and their earnings now “confirm the prescience of that rally…. Earnings at Japan’s five biggest banking groups rose 56 per cent to a record of about ¥2tn ($13bn).” Higher spreads and buybacks are part of the equation, “but the biggest driver of the rally has been rising hopes that the central bank may end its ultra-easy monetary policy soon.”
Tags: Asia, Banks, BOJ, Buybacks, Earnings, Investment, Japan, Outperformed, Rally, Share prices, Soared, Spreads, Tech stocks
Institutional Investor (December 6)
“Hedge funds have outperformed public markets but are now suffering from redemptions as investors find they are overweight alternatives.”
Tags: Alternatives, Hedge funds, Investors, Outperformed, Overweight, Public markets, Redemptions, Suffering
Investment Week (July 20)
“The US silver economy is worth $7trn alone, making it more valuable than the economies of Britain, Japan, or India. In the past 18 years, companies whose businesses relate to the ageing population have achieved average revenue and earnings growth that has outperformed the global market. This trend is expected to continue gathering momentum.”
Tags: Ageing, Britain, Earnings growth, Global market, India, Japan, Outperformed, Population, Revenue, Silver economy, Trend, U.S.
