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Shaw Capital Management Investment Equity Markets 2010 Part 1

Equity markets have rallied over the past month, sentiment has swung once again towards a more optimistic view of the prospects for the global economy, and concerns about sovereign debt defaults in Europe have eased. Wall Street has recovered from the sh... Read >

Shaw Capital Management Investment Portfolio Performance 2010

We have made no changes in our portfolios this month. The swing in sentiment towards a more favourable view of prospects for the global economy is encouraging, and has been reflected in the recovery in equity prices. We have therefore decided to mainta... Read >

Financial Markets Focusing Greece and Spain - Shaw Capital Management Newsletter

The situation in Greece and in Spain has obviously caused great concern in London. But the Bank is also aware of the risks as a time when the economy is still in a very fragile state, and of the need to compensate for the fiscal retrenchment by maintainin... Read >

Shaw Capital Management August 2010: Financial Markets

Sentiment in the financial markets has improved over the past month. There has been further evidence that the recovery in the global economy is continuing; the sovereign debt crisis in Europe has not yet produced a major casualty; there has been a mod... Read >

Shaw Capital Management Korea: Postal Reform Rollback

The Japanese government has decided to revise the proposed reforms of the postal system … Shaw Capital Management Korea: One of the world’s largest financial institutions The government now proposes to absorb Japan Post Network Co. and Japan Post Se... Read >

Shaw Capital Management Korea: Portfolio Recommendation

We have made no changes in our portfolios this month. The latest developments in the government debt markets have increased the uncertainties about prospects for both the bond and financial markets. However, although the pace of the global economic r... Read >

Shaw Capital Management Korea: Financial Markets

For most of the past month sentiment in the financial markets continued to improve. There was further evidence that the global economic recovery was still on track, and short-term interest rates remained very low. But towards month-end the mood c... Read >

Shaw Capital Management Korea: Competitive tax system in UK

Now consider UK taxation. Already under this current UK government tax, and stealth taxation in particular, has become the soft default option. By the mid-2000s the top marginal rate of tax including all imposts, whether on wages or consumption, had reach... Read >

Shaw Capital Management Korea: Fresh Pressure on BOJ for Adopting an Inflation Target

Japanese Finance Minister Naoto Kan has recently exerted pressure on the Bank of Japan (BOJ) to act more quickly to defeat deflation, saying he wants the falling price trend to end this year. “Two or three years is too long. If possible, I hope that the c... Read >

Portfolio Recommendations: Shaw Capital Management Korea

We have made no changes in the balance of our portfolios this month. The strength of the equity markets is encouraging, and we expect that the global economy will continue to recover, and push the markets even higher by year-end. Portfolio Recommendati... Read >

The UK and the Budget: Shaw Capital Management Korea

In the UK it is obvious that there is no possibility of continuing with budget deficits of some 13% of GDP, the present prospect if no action is taken. Unfortunately however the recent UK Budget produced no credible plan for dealing with this problem. ... Read >

Shaw Capital Management Newsletter: Summary

Equity Markets. All the major equity markets, and most of the emerging markets, have moved higher over the month. Wall Street has provided most of the momentum, encouraged by optimistic comments from the Fed and by the flow of favourable corporate results... Read >

Shaw Capital Management Korea: Indian’s Economy

The Indian economy will grow by 7.2% in fiscal year 2010 (April to March) as a surge in manufacturing and a rebound in services blunt the impact ofa drop in farm output. The recovery became increasingly private sectorled during the second half of the fisc... Read >

Shaw Capital Management: Debit Policy is Working Well in UK & US Part 1 of 2

World wide recovery appears to have firmed up. In the UK the statistics have lagged behind the anecdotal signs of the same thing. No one still believes the ONS’s peculiar decision to call a revised GDP drop of 0.2% in the third quarter (now revised down f... Read >

Taiwan’s Economy: by Shaw Capital Management Korea

With gross domestic product clocking 10.2% growth from a year ago in the fourth quarter, and 4.2% from the previous quarter, Taiwan returned to pre-financial crisis growth levels. In spite of the strong recovery in the second half of the year, Taiwan’s ec... Read >