In an interview on CNBC, 8IP Research Adviser Nial Gooding discusses his views on value opportunities in China including the Chinese property market. He explains that Government policy aimed at slowing down property price growth has been largely unsuccessful, with the net effect that property share prices are down but underlying values remain high. This [...]
8IP Adds Asian expert to team (Financial Standard)
March 13, 2013
Financial Standard reports that 8IP has appointed Nial Gooding as a research adviser based in Hong Kong. Gooding boasts 30 years industry experience and has worked across fixed income, equity and sales. His most recent role was as Head of Equity Strategy for the HK-based hedge fund Northwest Investment Management. Read the full article here
NQ Mobile: safeguarding smartphones
February 25, 2013
In an article in the UK Financial Times, journalist Chris Wright takes a look at smartphone security company, NQ Mobile. Listed on the New York Stock Exchange, NQ Mobile is held by Eight Investment Partners. Chris quotes Kerry Series, CIO of 8IP, who believes the company “…can grow rapidly because they have good products and [...]
The impact of the Japanese election (CNBC)
December 18, 2012
In an interview on CNBC, 8IP Chief Investment Officer Kerry Series and David Cook, Associate Professor of Economics at the Hong Kong University of Science and Technology, discuss the outcome of the Japanese election and its potential impact on monetary policy, equity markets and currency. Following the election, Kerry is more optimistic on the outlook [...]
Are we entering a new bull market? (CNBC)
October 29, 2012
In an interview on CNBC, 8IP Chief Investment Officer Kerry Series, discusses investor sentiment, the ingredients for a new bull market and the performance of Asia’s markets. He also covers QE3 and the performance of the US market including the rise of technology stocks. Watch the full interview here - Part 1 (US & QE3) Watch [...]
Investors find Asian stock valuations attractive (CNBC)
August 8, 2012
In an interview on CNBC, 8IP Chief Investment Officer Kerry Series, looks at what’s driving Asian markets. He examines the attractive valuation levels of Asian stocks and suggests that markets are trending higher in anticipation of policy easing in China. Watch the full interview here
Opportunities in Indonesian Coal (Reuters)
May 3, 2012
In an article titled “Fund view – China demand makes Indonesian coal a top pick for 8IP” Reuters journalist Michael Taylor talks to 8IP’s Kerry Series and Alex Shevelev about their views on the Indonesian mining sector. Kerry and Alex highlight the opportunity presented by the Indonesian coal sector, driven by China’s ever increasing demand for [...]
Change of government will not affect China’s equity market (Super Review)
April 27, 2012
Despite a proposed change of government and the popular view of a slower Chinese economy, 8IP Chief Investment Officer Kerry Series predicts China’s equity market and the resources sector will continue to grow. Series believes the combination of low valuation stocks, good corporate profitability, low inflation and a gradual increase in GDP growth will prompt investors [...]
Eight Investment Partners’ Growing Pains (I&T News)
April 16, 2012
In this feature article, I&T News Editor Brett Cole talks to 8IP CEO Rick Steele about the growth and future of the firm. Rick outlines the vision of building a boutique asset management firm centred on investing in Asia, staffed by the right people. “The last thing we want to be is an ocean liner [...]
Kerry Series discusses the Asian market outlook (CNBC)
March 7, 2012
In an interview on CNBC, 8IP Chief Investment Officer Kerry Series argues that Asian markets are ‘taking a breather’ before the next leg of the bull market begins. Kerry suggests continued growth will be driven by easing monetary policy by central banks around the world and investors returning to the market. Watch the full interview [...]