investment ideas 2014

David Garff
- Japan, China, Russia

Money morning
- Japan
-commodities
- South korea, mexico, china

Schroders
- thrifty three :South Korea, Taiwan, Philipines
- fragile five: India, Indonesia, south Africa, Turkey, Thailand

Andrew Sheng
- Indonesia

Eastspring investments on Malaysia
- oil gas, plantation, selective insurance, telco, construction, industrial and consumer

S.Dali
-Generally positive, B+ for markets for first 6 months at least. Dangers of overshooting on upside which will bring forth volatile trading. Potential correction catalysts are predictable so far. But then again they do not call Black Swans Black Swans if I can see them through normal eyes.

Shah Gilani - We're just rounding up the last stages of this generational bull market's first leg. There will be two more legs higher.

Van R. Hoisington, Lacy H. Hunt, Ph.D.
-The slow nominal growth rate anticipated for 2014 should continue to put downward pressure on the inflation rate as the insufficiency of demand continues to create highly competitive markets. With slower inflation, lower long-term interest rates are a probable outcome.

fund house views

Fund houses' views from Fundsupermart fair 2014

Kenanga
US - debt ceiling no longer critical, support form midterm elections
China - potential financial risks (default, shadow banking), slowdown in growth
Japan - depend on further structural reforms
Malaysia- growth by export recovery, risk rising inflation (weaker domestic consumption), sovereign downgrade risks diminished, valuations not cheap, small caps historically high PE but potential growth, themes: OG, export recovery plays, construction, property (2H), yield plays with earnings support (not reits)
Synchronized global growth, still favor developed markets in 1H

Hwang IM - o&G

RHB OSK - 1H developed markets, 2H emerging markets

Eastspring - Malaysia themes - stock pick mid-cap growth equities; O&G, ETP, construction, banks, subsidy rationalization e.g. TNB, VMY, GST service providers

Concerns - rising costs, geopolitical, policy missteps, Europe, China