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Alternative Market Briefing

Ballingal summarises Asian macro trends at Hong Kong Roundtable

Friday, May 31, 2013

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Andrew Ballingal
By Beverly Chandler, Opalesque London:

The Opalesque 2013 Hong Kong Roundtable, sponsored by Bingham McCutchen, Eurex and Taussig Capital saw Andrew Ballingal, Founder and Chief Executive Officer, Ballingal Investment Advisors give his views on the major macro trends in Asia.

He opened with: "We think the US is on the mend. A great deal of structural adjustment has taken place, and while there is obviously a long process of public finance consolidation ahead, implying sustained fiscal drag, the private sector, having done the "hard yards", is now in a position to grow again, with the key being a stabilizing labor market and an improving housing market. The latter is obviously helpful for household confidence, but it is also important for credit; with both conventional and unconventional channels beginning to work again, credit will grow again. If corporations come to the party and deploy their abundant cash on investment and hiring, we would all be in for a big upside growth surprise! So we are reasonably constructive about the US, and certainly more constructive than bonds yielding 1.7% imply."

The firm started questioning Chinaís secu......................

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