Rainer's Investment Insights

PART THREE Market Drivers: An In-Depth View with June 30th update on Shanghai stock market correction. For Asia Pacific Region Realities: OVERVIEW The ‘Asia of Today’ is better positioned than in 2008, or 1997, though the growth momentum varies from country to country:  Japan’s economy has finally turned a curve and produces respectable returns. North Asia benefits from tech boom that is still a major driver globally. India undertakes challenging new reforms proposed by the new pro-business government under President Narendra Modi. South East Asia exhibits mixed fortunes, as a multitude of different challenges impact on these economies.  The key to growth and investment momentum is a flourishing Middle Class consuming boisterously. This has led to an upsurge in house prices, which is often the top priority asset for investors.  Many governments count on this local demand to offset falling demand from abroad.  Low oil prices make life easier...

PART TWO Outlook for 2015 General Tendencies Money & Pixies As America’s recovery grows, Europe pains and Asia groans ”Look at my gains!” investors moan Will the year move along these lines? “Pixies and economies” also rhymes… Rainer 2015. What Trends and Drivers in 2015? Most of the text and data in the report has been prepared at the end of December 2014. I thought that I would have to update a lot for this mid-year report, especially because I sensed that the second half will not be quite as benevolent as the first half. ALL UPDATES ARE IN RED. The fact that there are not many changes, should tell you something about the reliability of the research, and the researcher. Synopsis for 2015           I ndustry experts state their outlook as “Cautious “to “Neutral” to “optimistic”!  Hardly ever do these guys say anything more specific, either because they don't want to be called out or because regulators tell them to no...