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Top related persons:
Jamie Halse - 3 Wagner - 1 Stringer - 1 STEVE SOSNICK - 1 stagflation - 1 MICHAEL PURVES - 1 DAVID KOTOK - 1 Putin - 1
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Search resuls for: "JAMIE HALSE"


7 mentions found


☆ Japan wage negotiations unlikely to affect the BOJs policy direction
  + stars: | 2024-03-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWage negotiations are unlikely to significantly shift the BOJ's policy direction: Portfolio managerJamie Halse of Platinum Asset Management thinks says wage increases at Japan's large companies is unlikely to affect the Bank of Japan's cautious approach to monetary policy.
Persons: Jamie Halse Organizations: Asset Management, of
☆ Portfolio manager discusses the investment risks around Arm's IPO
  + stars: | 2023-08-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPortfolio manager discusses the investment risks around Arm's IPOJamie Halse, portfolio manager at Platinum Asset Management, says he would be cautious about buying into Arm, given that SoftBank, which is "not known as a poster child for good corporate governance," owns 90% of it.
Persons: Jamie Halse Organizations: Platinum Asset Management
☆ The biggest investment opportunity in Japan lies in its second tier companies: portfolio manager
  + stars: | 2023-07-27 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe biggest investment opportunity in Japan lies in its second tier companies: portfolio managerJamie Halse of Platinum Asset Management sees a 'great fundamental story' in Japan and explains why he thinks more investors should be looking into that market.
Persons: Jamie Halse Organizations: Asset Management Locations: Japan
☆ Russia turmoil to fuel market volatility, flight to safety
  + stars: | 2023-06-24 | by ( ) www.reuters.com   time to read: +5 min
The question is how much and how lasting the reaction will be, much of which depends upon unknowable developments." It is reasonable to expect oil and other key commodity prices to rise. If oil prices rise sharply, that will indeed weigh upon equities and reignite stagflation fears. In theory it should benefit from a flight to safety, but in practice a strong dollar can impede it." “Probably bearish Indian stocks too as the dividend they’ve received from cheap Russian oil likely disappears.
Persons: Wagner, Stringer, STEVE SOSNICK, stagflation, MICHAEL PURVES, DAVID KOTOK, Putin, Orban, ’, GEORGE BOUBOURAS, JAMIE HALSE, “, Tom Westbrook, Megan Davies, Carolina Mandl, Ira Iosebashvili, Lananh Nguyen, Daniel Wallis Organizations: Southern Military District, REUTERS, Moscow, Defense, CUMBERLAND, NATO, MELBOURNE, WHO, SYDNEY, Thomson, & & Locations: Rostov, Don, Russia, Russian, China, SARASOTA , FLORIDA, Belarus, Soviet, EU, Hungary, Turkey, JAPAN, Ukraine, Eastern Europe, Singapore, New York
☆ Analysis: Investors seek to break through Japan Inc's 'value trap'
  + stars: | 2023-04-20 | by ( Ankur Banerjee | ) www.reuters.com   time to read: +5 min
SINGAPORE, April 20 (Reuters) - Corporate governance in Japan has suddenly become a cause celebre, rousing the world's third-largest stock market out of decades of lethargy and drawing in hordes of foreign investors. Japan's stock market has long been seen by investors as a 'value trap' where companies focus on market share, hoard cash and care little about shareholder returns. What has prompted investors globally to sit up and take notice is an endorsement from legendary billionaire investor Warren Buffett. The MSCI Japan Value index (.dMIJP0000VPUS) is up 9% since August 2020 versus a 9% drop for the MSCI Japan growth index (.dMIJP0000GPUS). "I think the value trap that was Japan is no longer."
☆ SVB contagion fears hammer banks, roil markets
  + stars: | 2023-03-14 | by ( ) www.reuters.com   time to read: +4 min
The Tokyo Stock Exchange banks index (.IBNKS.T) fell more than 7%, setting it on course for its steepest drop in nearly six months. Banks shares in Singapore and Australia fell. Heavy selling hit U.S. regional bank stocks overnight and traders raced away from bets on U.S. rate hikes, reckoning the instability would turn policymakers cautious. "Bank runs have started (and) interbank markets have become stressed," said Damien Boey, chief equity strategist at Sydney-based investment bank Barrenjoey. "Bank stocks had run up (when) it was thought that monetary policy might normalise a bit," said Jamie Halse, who manages a Japan-focused fund at Platinum Asset Management in Sydney.
☆ Bank slide deepens as SVB contagion fear rattles markets
  + stars: | 2023-03-14 | by ( ) www.reuters.com   time to read: +4 min
The Tokyo Stock Exchange banks index (.IBNKS.T) fell more than 5%, setting it on course for its steepest drop in nearly six months. Banks shares in Singapore and Australia fell. Heavy selling hit U.S. regional bank stocks overnight and traders raced away from bets on U.S. rate hikes, reckoning the instability would turn policymakers cautious. "Bank runs have started (and) interbank markets have become stressed," said Damien Boey, chief equity strategist at Sydney-based investment bank Barrenjoey. "Bank stocks had run up (when) it was thought that monetary policy might normalise a bit," said Jamie Halse, who manages a Japan-focused fund at Platinum Asset Management in Sydney.
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