How the economy and investments will perform in the year ahead. From the Mid-January 2014 issue of Investment Executive newspaper.
January 14, 2014How the economy and investments will perform in the year ahead. From the Mid-January 2014 issue of Investment Executive newspaper.
January 14, 2014The government is confronting its long-standing deflation, with an aggressive tax policy and labour reform. Many portfolio managers are optimistic about the effects of the 2020 Olympics, predicting stock appreciation in some sectors
Excess capacity, combined with high unemployment, is keeping the CPI in check in the industrialized world. Europe, meanwhile, is flirting with deflation
The Continent is still appealing, but portfolio managers caution that investors need to pick and choose, and that some countries still are struggling to extricate themselves from the debt crisis
Recent figures show a healthier rate of economic growth than earlier last year, when a slowdown looked to be in the cards for the globe's second-largest economy
While growth rates have slowed from their peaks, Asia's markets outside China continue to expand at a world-beating pace. Exporting countries remain vulnerable to the rate of global growth, while others are driven by domestic consumption
The bull market that ran rampant in the U.S. in 2013 will face some challenges in the year ahead, but U.S. stocks are expected to survive a mild correction this year and continue their upward surge in 2015
The current downward trend in gold bullion prices could continue, especially if the global economic recovery accelerates and political threats abate. But some pessimists expect bullion prices to rise due to concerns over unresolved issues in world markets
After a year of strong recovery in several world markets, fund portfolio managers are focused on continuing to benefit from the economic recovery. But there are significant soft spots