Streetwise in Hongkong

Article Abstract:

Fidelity International's Hong Kong and China fund manager Peter Phillips decides on stock investments after reading the classified advertisements of the South China Morning Post. Phillips maintains that Hong Kong's uncertain political future has put its market on a discount, and anticipates 1993 GDP to be between 5.5% and 6%. Phillips' personal research identified good Chinese investments in the 1992 retail and consumer market, and he is now looking for potentially profitable but untapped Chinese investments in the market. He does not, however, recommend underperforming property shares.

Officials and employees, Forecasts and trends, Mutual funds, Investment advisers, Phillips Peter, Fidelity International Ltd.

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Betting on Beijing

Article Abstract:

Investment-fund chief Jack Perkowski regards China's short-term future optimistically, claiming it is emerging from a slump that has kept his investments there from generating substantial returns. The $300 million he put into 12 mainland companies in late 1994 and early 1995 makes him a major player in that market, and signs are he may have the right approach. However, even as the economic picture clears up and customers get the money to pay their debts to his companies, competition is making management a priority.

China, Investments, Perkowski, Jack

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Bottom-fishing in Japan

Article Abstract:

The Japanese stockmarket remains unpredictable in 1993, but there are certain stocks which are good buys. Leasing companies such as Orix, public-works related companies such as Nikko and pharmaceuticals have not suffered due to bad debts or falling interest rates. Banks, capital-spending and consumer-related companies, however, have been showing decreasing profit margins. Companies, such as Matsushita Electric Industrial, have scope to reduce expenses and still earn profits.

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