Asia is for Long-Term Investors
Asia Pacific countries excluding Japan comprise 13% of the MSCI All Country World index. Given that they account for over 50% of the...
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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Nov 1, 20194 min read
Active Management and the Predictability of Markets Redux: Corporate Governance
This post is the final of four in a mini-series on the subject of active management and the predictability of markets. The first three...
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Peter Elston
Aug 31, 20193 min read
EM Investing Still Pays Dividends
I feel very fortunate to have had the opportunity to live and work abroad for a number of years. Tokyo, Hong Kong and Singapore were not...
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Peter Elston
Dec 1, 20164 min read
A Selective Approach to Investing in Asia
I was fortunate to have spent twenty or so years working in Asia. It has been – and continues to be – the highest growth region in the...
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Peter Elston
Mar 1, 20164 min read
Whither Emerging Markets
I will be writing an opinion piece about emerging markets later this month for one of the trade journals. Here are some preliminary...
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Peter Elston
Nov 1, 20153 min read
Contrarian Opportunities
Thanks to Canaccord’s Alan Brierley for his slides highlighting some interesting contrarian opportunities. The four he presented were...
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Peter Elston
Nov 1, 20145 min read
Japan – Bubble, Bust, and Back?
I scarcely realised it at the time, but when I arrived in Tokyo as a graduate trainee in 1989, I was to see economic history in the...
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Peter Elston
May 31, 20144 min read
For Better Investment Results, Concentrate
As the Financial Times’ John Authers rightly points out, “active share” – the portion of a fund that differs from its benchmark – should...
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Peter Elston
Mar 1, 20144 min read
Active Management and the Predictability of Markets – Corporate Governance
The first two posts on market predictability focused largely on how asset classes behave over time. This post looks at patterns within...
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Peter Elston
Nov 1, 20132 min read
Emerging Markets – Overtaking the Hare
I consider myself lucky in that it's always been pretty obvious to me that companies are almost entirely about people. Find sensible...
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Peter Elston
Aug 31, 20112 min read
Why I’m Not Investing in Chinese Banks
As creators of credit, banks are in a very privileged position. To create a loan, the equivalent of making a sale for other companies,...
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Peter Elston
Apr 30, 20112 min read
Why Thailand’s Star is Rising
In spite of its troubled past - or perhaps because of it - Thailand has always been considered the quintessential emerging market. In the...
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Peter Elston
Jan 1, 20108 min read
8 Myths of Global Investing
At Aberdeen we believe there is enormous scope to enhance returns through global investment. To some, this has meant allocating funds...
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Peter Elston
Aug 1, 20085 min read
Trouble in Asia
Overview What is going on in Asia? Stock markets in the region have fallen much more than those in developed markets, and yet economic...
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Peter Elston
Jun 1, 20084 min read
China Olympics Provides the Perfect Distraction
China means Central Country and it has certainly been living up to its name whether as an economic powerhouse or as host for the...
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Where's My Cycle?
An update on where I think we are in the business cycle with respect to growth, inflation and markets
Correlation or causation?
Data is too often presented in an unfair, unclear and misleading way
Dear John
Liontrust's John Husselbee's arguments in support of balanced funds are lame
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