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 [...]
News & Views
8IP announces new Chairman
March 28, 2013
Eight Investment Partners (8IP) has announced the appointment of Robert Roux as the new Chairman of its Board. Robert is the Chief Operating Officer of the Sanlam Investment Cluster. In addition, he heads up the International sub-cluster businesses, including Sanlam International Investments, Sanlam Asset Management Ireland, Sanlam UK and SIM Global. We are very fortunate [...]
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
8IP appoints senior Asia expert based in Hong Kong
March 11, 2013
Eight Investment Partners (8IP) today announced it had made a senior hire with the appointment of Nial Gooding as Research Adviser. Based in Hong Kong, Nial has responsibility for advising on the China portion of 8IP`s portfolios. Initially, Nial will provide research advice to the funds. In time, it is hoped that Nial will assume [...]
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 [...]
8IP boosts team with senior hire in Hong Kong
September 12, 2012
Eight Investment Partners (8IP) has made a senior hire with the appointment of Marco Giubin as Senior Portfolio Manager and Head of Investment Research. Marco, who will be based in 8IP`s Hong Kong office, has extensive experience investing in Asia Pacific markets. In his new role, Marco will be responsible for the overall research effort [...]
Zenith confirms Recommended rating for 8IP Asia Pacific Partners Fund
August 24, 2012
Zenith Investment Partners Pty Ltd (“Zenith”) has retained its ‘Recommended‘ rating for the 8IP Asia Pacific Partners Fund. This rating follows the initial Recommended rating awarded to the Fund in June 2011. In giving its `Recommended` rating, Zenith noted: “We believe that the key differentiator of the Fund is freedom of the Manager to seek [...]
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