Asia Strategic Share Discussion Threads

[quixquote] 04/10/2006 07:10

The Seoul Composite.

[quixquote] 04/10/2006 06:51

TECH, is there a S Korean index you could add?

[don muang] 30/6/2006 21:17

Indian outsourcing giant Wipro eyes Vietnam


Wipro BPO, an Indian business process outsourcing provider, is planning to start a new center in Vietnam, making the company the latest to join a long list of companies exploring cheaper destinations to cut costs.
After Romania, this is the second global destination that the Business Process Outsourcing (BPO) provider will be setting up operations in.

While the company angles for large outsourcing projects, it believes a global footprint will help it achieve this.

"When you talk about an overall package, India is still the most cost-effective but we would like to be a full service provider with a global footprint," Wipro BPO chief financial officer Manish Dugar said.

Companies that have already taken the Wipro route, include ICICI OneSource, announcing its decision to explore China and Vietnam, IBM Daksh, having a presence in the Philippines, Genpact setting up a base in China and similarly, two BPOs, WNS, Quatrro and Office Tiger having a center each in Sri Lanka.

Wipro BPO plans to introduce its existing clients to the new site in Vietnam and then attract new customers there as well.

Most BPO companies are foraying into locations in Asia for cost benefits centered on people or infrastructure while the European forays have more to do with developing multi-lingual capabilities and expanding on the near-shore and offshore models.

According to industry experts, another reason for BPO service providers to look at cheap locations outside India is because India's tax advantage disappears in '09, while in countries such as Malaysia, China, Vietnam and the Philippines, it is valid for another 10 years.

Source: India Times


Story from Thanh Nien News
Published: 30 June, 2006, 20:50:08 (GMT+7)
Copyright Thanh Nien News

[don muang] 23/6/2006 23:43

China, India moving ahead of the pack

A recent study predicts the US, China and India will together account for more than 50% of global economic growth between 2005 and 2020, with Asia's overall share of the world economy rising from 35% to 43%.

[don muang] 23/6/2006 23:39

Asian Highway network gathers speed

The monumental Asian Highway network, which will weave through 32 countries and link Asia with Europe, is making progress, with a section in Vietnam the latest to be finished. While many issues such as customs procedures remain to be addressed, the completed system could well become more important than its Silk Road ancestor.

[hectorp] 10/2/2006 13:38

Pity there is not more interest, I'd like to have a thread where we could discuss Asia markets. Of course there are JAP and CHIN threads but I am equally interested in the surrounding countries.
I hold a lot of FASW warrants from last week, which could do very well by the summer if the Asian markets condinue to slowly advance.

[jabberstocky] 18/1/2006 11:10

but pleased to see it is.

[jabberstocky] 22/11/2005 18:24

Didn't know this was still ticking over.

[energyi] 26/12/2004 23:04

Fuller says:
"When most of a market sector is trending persistently, such as global stock markets since mid-August, investors and traders are emboldened to search for laggards. Now laggards usually lag for reasons, including fashion. However, the more leaders appreciate, the more some laggards are likely to look like bargains. So long as the leaders remain in form, many of the laggards will stage late-in-the-cycle catch-up runs.

Japan appears to be a case in point. Until two weeks ago, Japan was the underperformer among developed markets, with the Nikkei and Topix indices languishing near the year's earlier lows, as you can see on these daily charts (NKY & TPX).

And now that the progression of lower rally highs has been broken, this move will attract further participants, who will also notice that the weekly charts (NKY & TPX) look like large developing base formations. A big question is: When will these bases be completed and sustain medium to longer-term uptrends, rather than just tests of the ranging patterns' upper boundaries? When upside breakouts are imminent, we should see a better performance from Japan's Second Section Index (weekly & daily), which led from last year's lows but is lagging at present.

Japan remains my favourite developed country stock market for the long term."

[energyi] 05/7/2004 08:06

Aussie market on fire while Nikkei techs fall

[energyi] 14/5/2004 10:05

The Mystery thread?

[energyi] 23/3/2004 08:11

The Future of REITs in Asia Pacific
"As every country has different market conditions and regulatory environments, the level of readiness for REITs in Asia varies among countries. Even for the three Asian countries that have launched REITs recently - Japan, South Korea and Singapore, there are still some obstacles to be overcome. For instance, the lack of other high-quality properties to be injected into REITs in Japan, the high barrier of entry created by the minimum required capital of Won 50 billion in South Korea, and the conservative 25% cap on gearing in Singapore," commented Dr Yu Lai Boon, Asia Pacific Head of Reasearch (Designate) for Jones Lang LaSalle.

...MORE:

[spincity] 11/2/2004 09:17

FT Reader

I was having a look at the GS China index warrant/certificate also. It seems like a sensible choice, but you do open yourself up to GBP/HKD rate risk. (from memory, HKD is pegged to greenback, so basically, you're getting cable exposure). Nonetheless, with a long maturity date, 0 strike coupon and no theta it seems like a cheap way of getting involved. I deal through comdirect, so I get $1 commission charges on GS covered warrants. Worth it for a buy and hold? Hedge the currency with another GBP/USD and you're laughing.

[ftreader] 06/2/2004 13:13

I don't wish to start a stampede & move the price against myself but I just heard that GS were launching a CW based on an index of 25 Chinese Shares....I just hope one of them is a Put.

[rambutan2] 06/2/2004 11:11

saw a quote in the times yesterday: hugh young of aberdeen asian fame was over here to give a presentation to ifas etc, on seeing how big and packed the hall was he told everyone that the last time he had seen so many folks interested in his talk was just before the mkt collapsed in 98.

[energyi] 15/12/2003 11:17

Hongkong has shown a nice Reversal today (monday)
on the weekend's news of Saddam's capture

[bigmolly] 03/11/2003 17:26

Look at the SET performance over the last few days...

[bigmolly] 06/10/2003 05:49

ADAMH...re trading times, yes I will get around to posting them early part of this week, however you need to remember UK time changes winter/summer so probably best if it's posted +/- GMT.

I will e.mail direct to you Technet.

BM

[adamh] 02/10/2003 16:14

sadly I don't know either technet.

BigM, you're in that part of the world, could you supply the market times ( in GMT )

[jabberstocky] 02/10/2003 16:05

Any chance of getting volume for the Nikkei and Hang Seng? If not what is the easiest source? thanks