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A soft landing in China is beginning to look like wishful thinking. The investment v consumption imbalance has only worsened...

This Due Diligence Forum Research Paper and Presentation from PortfolioConstruction Conference 2009 argues that there is no need to change your investment approach in a post bubble world, and that the basics of sound long-term investing remain unchanged...

In this update: Asian share markets rose on the back of the US market rally which saw US stocks rise to a three-month high, China's trade surplus peaked in May while industrial output and investments grew strongly, foreign investors can now own up to 26% of local Indian media companies, Singapore's non-oil exports fell unexpectedly in May, and Philippine sovereign bonds retraced the prior week's losses while Korean bonds fell - plus country-specific news for Japan, Australia, China/HK, India, Indonesia, Korea, Malaysia, Singapore, Taiwan, and Thailand...