A secular shift in demand and supply constraints sees commodities fund manager James Govan of Barings take a positive view on the sector, despite the global equity meltdown.
Higher income expectations, healthy savings and rising aspirations will fuel consumer spending in 2011, according to a new Credit Suisse survey of seven emerging markets.
Eng Seat Moey, DBS's head of asset-backed structured products, talks about the unique combination offered by investing in S-Reits – stable income and attractive growth.
GIC, Singapore's biggest sovereign wealth fund, says it has recovered half of last year's losses and indicates increasing allocation to alternative investments.