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Major Equity Markets 2010: Fisher Capital Management Part 2

The euro-zone economy improved much faster than expected in the second quarter of the year. Growth is estimated to have been around the 1% level, the fastest quarterly level for three years; and this has eased the fears about a move into a “double-di... Read >

Major Equity Markets 2010: Fisher Capital Management Part 1

Sentiment in the equity markets has been steady over the past month. Markets in Europe have been unable to resist downward pressure. The Japanese market is also lower; but there has been resistance amongst the emerging markets in South East Asia that a... Read >

World Trade 2010: Fisher Capital Management

One of the more encouraging developments has been the rapid recovery in the level of world trade. The recession in 2009 had a dramatic effect, and the volume of world exports dropped by around 12%. But largely because large parts of the global econ... Read >

Fisher Capital Management News: Commodity Markets 2010

The performance of the commodity markets remains very impressive. Speculative activity is a major factor, and supply shortages, often the result of adverse weather conditions, are also providing considerable support; but there is clearly a view among... Read >

Fisher Capital Management News: Equity Markets

Equity Markets: All the major equity markets, and most of the emerging markets, Are stable over the past month. There had been expectations that the Fed might introduce further quantitative easing measures at its recent OMC meeting, and this provided... Read >

Fisher Capital Management - Japan Elects a New Premier Part 2

Fisher Capital Management Eight and a half months after riding the Democratic Party of Japan’s (DPJ) historic lower house victory into office, Prime Minister Yukio Hatoyama announced his resignation, having haphazardly frittered away a chest brimming wi... Read >

Fisher Capital Management - Japan Elects a New Premier Part 1

Fisher Capital Management Eight and a half months after riding the Democratic Party of Japan’s (DPJ) historic lower house victory into office, Prime Minister Yukio Hatoyama announced his resignation, having haphazardly frittered away a chest brimming wi... Read >

Fisher Capital Management Report Part 2 - The UK Emergency Budget

Fisher Capital Management Report Part 2- The UK has had an emergency budget and it could have been much worse. The heavy lifting is being done by a rise in VAT bringing in £13 billion. On the spending side the cuts are achieved by freezing public secto... Read >

Fisher Capital Management- Financial Market August 2010

Fisher Capital Management- Financial Markets: Sentiment in the financial markets has improved over the past month. The global economic recovery is continuing, so far there have been no sovereign debt defaults, and there has been a modest recovery in the e... Read >

The UK Emergency Budget - Fisher Capital Management Report Part 1

Fisher Capital Management Report - The UK has had an emergency budget and it could have been much worse. The heavy lifting is being done by a rise in VAT bringing in £13 billion. On the spending side the cuts are achieved by freezing public sector pay, in... Read >

Government Bond Markets Global Outlook Fisher Capital Management Seoul

Government Bond Markets Global Outlook Fisher Capital Management Seoul - Conditions in the government bond markets have remained very difficult over the past month, and there have been further falls in some of the minor markets, especially in the euro-zon... Read >

Fisher Capital Management: Government Bond Markets Global Outlook Part2

Fisher Capital Management: Government Bond Markets Global Outlook Part 2 - Our position remains unchanged; any existing exposure to bonds should be further reduced in favor of US & Euro equities. The European Central Bank appears to share this view, al... Read >

South Korea: Market Overview 2010 Fisher Capital Management Seoul

South Korea: Fisher Capital Management Seoul - The South Korean economy is expected to grow by 4–5% in 2010. The government’s efforts were seriously questioned when it clipped the independence of the central bank when the government sent its observers t... Read >

Fisher Capital Management South Korea, Brazil’s Economy: 1st Quarter

Fisher Capital Management Seoul Korea, Brazil’s Economy - The brief recession of 2009 has given way to a robust increase in consumer demand and recovery in investment in Brazil in 2010. The economy is likely to grow 5.5% this year. GDP grew 2% year-on-yea... Read >

Fisher Capital Management Seoul Korea: Market Overview 1st Quarter 2010

Fisher Capital Management Seoul Korea: Market Overview 1st Quarter 2010 - India is in a sweet spot. The central government budget which set the tone for reducing fiscal deficit and an unexpected increase in the policy rate to rein in inflation has convinc... Read >