Offshore Capitalist

Category Archives: Fund Manager Updates

Templeton China – Market Commentary

Extracts from the Templeton China August 2009 fund manager commentary.
• Concerns regarding policy tightening in China dragged regional markets down in August, although Chinese Premier Wen Jiabao stated that the government would maintain its current macroeconomic policy to ensure continued growth in the domestic economy.
• We believe the outlook for China remains positive due to [...]

Rathbones Economic and Market review – Julian Chillingworth

Economic and Market Review - Key points for August 2009

Continuation of ‘office boy rally’
Equity and bond markets hit fresh highs
Interest rates to stay lower for longer
Improved economic data, globally
Bank of England in surprise QE extension

UK
Activity in the UK market mirrored that of most major markets, putting in a very strong performance. Indeed, August saw the FTSE 100 [...]

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