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  • Sometimes the old ones are the best | Thinking Aloud
    to discuss the high margin for error with economic predictions and the probability that economic data is treated with too much reverence by investors Instead it advocates employing another of Lynch s best known strategies stating that as an investor you must know what you own The extreme simplicity of this idea belies its importance Understanding the fundamentals of any company you wish to invest in really is an essential part of the process Understanding the fundamentals of any company you wish to invest in really is an essential part of the process In short we should not be so quick to dismiss the common sense techniques Humble though they may seem against more complex modern theorems investors overlook them at their peril Berkshire Hathaway s Charlie Munger sums it up well Simplicity has a way of improving performance through enabling us to better understand what we are doing Ref 24533 080915 2 Social media Download share or print this page Copy link Email link Print this page Share on twitter Share on LinkedIn Share on Google Share on Facebook Copy URL http www aberdeen asset ca en thinkingaloudus investment clarity sometimes the old ones are the best Select Article URL Close Equities Global North America UK Related Articles Like the US the UK needs infrastructure capital Paradox for emerging market positivity Creating value through effective stewardship Taking some risk off the property table Tale of two West Coast cities Equities Global North America UK Related Links Learn more about Aberdeen Contact Us This Content Component encountered an error Send us feedback First Name Last Name Email Address Comments Thinking aloud Internal Links About Thinking aloud Privacy and Cookies Policy Accessibility Help Keep in touch twitter LinkedIn google facebook More about Aberdeen Asset About Aberdeen Asset Management Aberdeen Asset Management Copyright 2015 IMPORTANT INFORMATION PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS The views and opinions expressed are provided for general information only and do not constitute specific tax legal or investment advice to or recommendations for any person We suggest that you consult your financial or tax advisor accountant or attorney with regard to your specific situation The details contained here are for information purposes only and should not be considered as an offer or solicitation to deal in any of the investments mentioned herein Aberdeen Asset Management AAM does not warrant the accuracy adequacy or completeness of the information contained herein and expressly disclaims liability for errors or omissions in such information and materials Any research or analysis used in the preparation of the information has been procured by Aberdeen for its own use and may have been acted on for its own purpose Some of the information may contain projections or other forward looking statements regarding future events or future financial performance of countries markets or companies These statements are only predictions opinions or estimates made on a general basis and actual events or results may differ materially This information does not provide financial or investment

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/sometimes-the-old-ones-are-the-best (2016-04-26)
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  • Rise of the machines | Thinking Aloud
    relocating their manufacturing to lower cost countries Others source a bigger slice of revenue from overseas markets As the factory automation industry shows the best companies are industry leaders that have developed world class technologies and manufacturing processes They are cash rich debt free and conservatively run The very best firms also value their relationship with minority shareholders The best companies are industry leaders that have developed world class technologies and manufacturing processes Although we believe in the long term success of these companies external factors such as political risks economic risks and even extreme environmental risks should be taken into account Shenzhen Everwin Precision Technology may not be a company you would have heard of but what happens next on a factory floor in China s Pearl River delta may be followed very closely by more than a few Japanese corporate executives across the East China Sea Industrial Robots Global Study January 2015 International Federation of Robotics Japan s Robot Strategy January 2015 Ministry of Economy Trade and Industry Important Information Foreign securities are more volatile harder to price and less liquid than U S securities They are subject to different accounting and regulatory standards and political and economic risks These risks are enhanced in emerging markets countries This article was originally published in What Investment on August 26 2015 Ref 23211 010915 1 Social media Download share or print this page Copy link Email link Print this page Share on twitter Share on LinkedIn Share on Google Share on Facebook Copy URL http www aberdeen asset ca en thinkingaloudus investment clarity rise of the machines Select Article URL Close Asia ex Japan Equities Japan Related Articles Japan why faltering reforms shouldn t hide corporate achievements Asian property seeking excitement without danger Paradox for emerging market positivity Fighting off China s cold Creating value through effective stewardship Asia ex Japan Equities Japan Related Links Learn more about Aberdeen Contact Us Send us feedback First Name Last Name Email Address Comments Thinking aloud Internal Links About Thinking aloud Privacy and Cookies Policy Accessibility Help Keep in touch twitter LinkedIn google facebook More about Aberdeen Asset About Aberdeen Asset Management Aberdeen Asset Management Copyright 2015 IMPORTANT INFORMATION PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS The views and opinions expressed are provided for general information only and do not constitute specific tax legal or investment advice to or recommendations for any person We suggest that you consult your financial or tax advisor accountant or attorney with regard to your specific situation The details contained here are for information purposes only and should not be considered as an offer or solicitation to deal in any of the investments mentioned herein Aberdeen Asset Management AAM does not warrant the accuracy adequacy or completeness of the information contained herein and expressly disclaims liability for errors or omissions in such information and materials Any research or analysis used in the preparation of the information has been procured by Aberdeen for its own use and

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/rise-of-the-machines (2016-04-26)
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  • Battle of the Asian Giants | Thinking Aloud
    country s future growth particularly as education and literacy is improving at a rapid pace In 2010 the median age was 25 1 years compared to 34 5 years for China and 36 9 years for the U S The Modi fication of India The man at forefront of the Indian growth story is Narendra Modi and his various policies have been praised by economists Retaining the strong central bank governor Raghuram Rajan committing to fiscal consolidation encouraging foreign direct investment and simplifying the tax system are all positive steps Modi plans to improve the ease of doing business and reduce corruption historically a major problem in India His most important initiative may be his Make in India campaign which aims to attract foreign companies to manufacture and invest in India This will be a key part of Modi s strategy to expand the manufacturing base of the country India s challenges India has growth prospects but the country will face challenges One of the main ones is the Land Acquisition Bill supported by Modi s pro corporate party and challenged by the pro farmer Congress opposition party which will allow for the expansion of roads and other much needed infrastructure The tiger versus the panda World Bank data shows that India s economy looks much like China s in 2001 most notably GDP and export figures so all signs point in the right direction for India to emulate China s success and according to the World Bank surpass it by 2017 Demographics and democracy are key both to India s success and China s stagnation in the coming years China s labor force decreased for the third year in row in 2015 whereas India has demographics very much in its favor with the working age population set to rise by 125 million in the next decade Furthermore the current macro picture is particularly supportive of Indian companies The engrained democratic ideals in India have bred better transparency and corporate governance in Indian corporates unlike their Chinese counterparts That is not to say India is without corruption but should Modi succeed in his efforts the investment case for Indian corporates becomes even more compelling In China a number of companies have defaulted this year including the first default of a state owned company in April The freedom to compete economically strong population growth infrastructure investment and political reform will make India an economic force to be reckoned with in the coming years signs of which we re already seeing now Important Information Foreign securities are more volatile harder to price and less liquid than U S securities They are subject to different accounting and regulatory standards and political and economic risks These risks are enhanced in emerging markets countries This article was originally published in What Investment on August 28 2015 Ref 23211 010915 2 Social media Download share or print this page Copy link Email link Print this page Share on twitter Share on LinkedIn Share on Google Share

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/battle-of-the-asian-giants (2016-04-26)
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  • Do not feed the bears| Thinking aloud US | Thinking Aloud
    earnings recovery as soon as next year Rising risk aversion is in part driven by currency weakness but this is as much a reflection of a strong dollar as an indicator of potential problems at home Therefore our view is that currencies may exaggerate market weakness in the short term but they do not play a significant part in equity performance in the long run We should add that the present situation is nothing like the dot com crash SARS or most recently the global financial crisis One or two countries are without question vulnerable to capital outflows which will put pressure on debt servicing and currencies But these are the exceptions and we do not see scope for contagion because the differences within emerging markets are better understood today Comparisons being made with the Asian crisis nearly 20 years ago make no sense to us We continue to have great confidence in the long term story that underpins Asia Our experience suggests that none of what s happening is particularly new or surprising Ref 24533 250815 1 Social media Download share or print this page Copy link Email link Share on twitter Share on LinkedIn Share on Google Share on Facebook Copy URL http www aberdeen asset ca en thinkingaloudus investment clarity do not feed the bears Select Article URL Close Asia inc Japan Economics Equities Global Related Articles Japan why faltering reforms shouldn t hide corporate achievements Asian property seeking excitement without danger Paradox for emerging market positivity Fighting off China s cold Creating value through effective stewardship Asia inc Japan Economics Equities Global Related Links Learn more about Aberdeen Contact Us This Content Component encountered an error Send us feedback First Name Last Name Email Address Comments Thinking aloud Internal Links About Thinking aloud Privacy and Cookies Policy Accessibility Help Keep in touch twitter LinkedIn google facebook More about Aberdeen Asset About Aberdeen Asset Management Aberdeen Asset Management Copyright 2015 IMPORTANT INFORMATION PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS The views and opinions expressed are provided for general information only and do not constitute specific tax legal or investment advice to or recommendations for any person We suggest that you consult your financial or tax advisor accountant or attorney with regard to your specific situation The details contained here are for information purposes only and should not be considered as an offer or solicitation to deal in any of the investments mentioned herein Aberdeen Asset Management AAM does not warrant the accuracy adequacy or completeness of the information contained herein and expressly disclaims liability for errors or omissions in such information and materials Any research or analysis used in the preparation of the information has been procured by Aberdeen for its own use and may have been acted on for its own purpose Some of the information may contain projections or other forward looking statements regarding future events or future financial performance of countries markets or companies These statements are only predictions opinions or estimates

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/do-not-feed-the-bears (2016-04-26)
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  • Alternative-balanced investment diet | Thinking Aloud
    market debt funds for example provide exposure to a different set of creditors and often with a higher potential return premia for the investment Litigation financing provides capital to support commercial litigation cases Real estate and infrastructure debts are backed by real assets Insurance linked strategies earn an insurance premium accrued to the investor in full in the absence of financial loss from the catastrophe insured against such as a hurricane In the same way that a mix of fruit and vegetables gives you a better blend of nutrients diversifying across various return sources can help promote more reliable growth in your investment portfolio A dish that balances out economically sensitive and sometimes volatile equity assets with alpha strategies cash flow generative real assets a diversified mix of income generating credit and insurance strategies and some return enhancing private equity could prove to be the most nourishing Investors may need some help with pulling the meal together but investment managers can be there to help Popeye did okay with a diet dominated by spinach For most of us a more balanced approach will be healthier and more enjoyable too Alpha is a measure of performance on a risk adjusted basis Alpha takes the volatility price risk of a mutual fund and compares its risk adjusted performance to a benchmark index The excess return of the fund relative to the return of the benchmark index is the fund s alpha Important Information Alternative Investments such as real assets derivatives hedge funds and private equity can result in higher return potential but also higher loss potential Changes in economic conditions or other circumstances may adversely affect your investments Before you invest in alternative investments you should consider your overall financial situation how much money you have to invest your need for liquidity and your tolerance for risk Foreign securities are more volatile harder to price and less liquid than U S securities They are subject to different accounting and regulatory standards and political and economic risks These risks are enhanced in emerging markets countries Fixed income securities are subject to certain risks including but not limited to interest rate changes in interest rates may cause a decline in the market value of an investment credit changes in the financial condition of the issuer borrower counterparty or underlying collateral prepayment debt issuers may repay or refinance their loans or obligations earlier than anticipated and extension principal repayments may not occur as quickly as anticipated causing the expected maturity of a security to increase Non investment grade debt securities highyield junk bonds may be subject to greater market fluctuations risk of default or loss of income and principal than higher rated securities This article was originally published in Portfolio Institutional on August 7 2015 Ref 23772 070815 1 Social media Download share or print this page Copy link Email link Print this page Share on twitter Share on LinkedIn Share on Google Share on Facebook Copy URL http www aberdeen asset ca en thinkingaloudus

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/alternative-balanced-investment-diet (2016-04-26)
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  • Indian central banking independence | Thinking Aloud
    Ultimately it would be better if the RBI has a majority in the MPC but it s not necessarily the end of the world As with all things India the details will be more important than the headlines Important Information Foreign securities are more volatile harder to price and less liquid than U S securities They are subject to different accounting and regulatory standards and political and economic risks These risks are enhanced in emerging markets countries Ref 23211 300715 1 Social media Download share or print this page Copy link Email link Print this page Share on twitter Share on LinkedIn Share on Google Share on Facebook Copy URL http www aberdeen asset ca en thinkingaloudus investment clarity indian central banking independence Select Article URL Close Bonds Central banking Economics Emerging Markets Fixed Income Monetary policy Related Articles Japan why faltering reforms shouldn t hide corporate achievements Like the US the UK needs infrastructure capital EM corporate bonds what happened to the apocalypse Paradox for emerging market positivity Fighting off China s cold Bonds Central banking Economics Emerging Markets Fixed Income Monetary policy Related Links Learn more about Aberdeen Contact Us This Content Component encountered an error Send us feedback First Name Last Name Email Address Comments Thinking aloud Internal Links About Thinking aloud Privacy and Cookies Policy Accessibility Help Keep in touch twitter LinkedIn google facebook More about Aberdeen Asset About Aberdeen Asset Management Aberdeen Asset Management Copyright 2015 IMPORTANT INFORMATION PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS The views and opinions expressed are provided for general information only and do not constitute specific tax legal or investment advice to or recommendations for any person We suggest that you consult your financial or tax advisor accountant or attorney with regard to your specific situation The details contained here are for information purposes only and should not be considered as an offer or solicitation to deal in any of the investments mentioned herein Aberdeen Asset Management AAM does not warrant the accuracy adequacy or completeness of the information contained herein and expressly disclaims liability for errors or omissions in such information and materials Any research or analysis used in the preparation of the information has been procured by Aberdeen for its own use and may have been acted on for its own purpose Some of the information may contain projections or other forward looking statements regarding future events or future financial performance of countries markets or companies These statements are only predictions opinions or estimates made on a general basis and actual events or results may differ materially This information does not provide financial or investment advice and does not take into account the particular financial circumstances of individual investors Before investing investors should seek their own professional advice Neither Aberdeen nor any of its employees associated group companies or agents has given any consideration to nor have they or any of them made any investigation of the investment objectives financial situation or particular need of the

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/indian-central-banking-independence (2016-04-26)
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  • Things Past and Modern Living | Thinking Aloud
    technology wave with its focus on ultra fast near zero cost communication has the ability to boost asset velocity both physical and intellectual in ways that the statistical boffins have thus far been unable to fathom What we may have at hand is a living turbo powered manifestation of the mythical auctioneer The implied productivity miracle would certainly have the requisite power to sustain the current bull market a little while longer But this is a future hope rather than a current reality To the extent that periods of asset price volatility lie on the horizon the problem in the current cycle is that a tenuous organising principle which amounts to little more than expedience is bound to lack sufficient heft to persuade most investors to stay the course As Goethe says in any ensuing turmoil where will they find a place to stay Words by Goethe Thousands of waves wash around us without cease Often delighted sometimes pleased we re whirled From joy to grief and so from hour to hour Our restless feelings waver change and sway Our senses know a strange tumultuous power And in the turmoil find no place to stay Ref 23211 280715 1 Social media Download share or print this page Copy link Email link Print this page Share on twitter Share on LinkedIn Share on Google Share on Facebook Copy URL http www aberdeen asset ca en thinkingaloudus investment clarity things past and modern living Select Article URL Close Equities Fixed Income Global Multi Asset Related Articles Like the US the UK needs infrastructure capital Paradox for emerging market positivity Creating value through effective stewardship Central banks and broken promises Words are wind in bond markets Equities Fixed Income Global Multi Asset Related Links Contact Us Learn more about Aberdeen This Content Component encountered an error Send us feedback First Name Last Name Email Address Comments Thinking aloud Internal Links About Thinking aloud Privacy and Cookies Policy Accessibility Help Keep in touch twitter LinkedIn google facebook More about Aberdeen Asset About Aberdeen Asset Management Aberdeen Asset Management Copyright 2015 IMPORTANT INFORMATION PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS The views and opinions expressed are provided for general information only and do not constitute specific tax legal or investment advice to or recommendations for any person We suggest that you consult your financial or tax advisor accountant or attorney with regard to your specific situation The details contained here are for information purposes only and should not be considered as an offer or solicitation to deal in any of the investments mentioned herein Aberdeen Asset Management AAM does not warrant the accuracy adequacy or completeness of the information contained herein and expressly disclaims liability for errors or omissions in such information and materials Any research or analysis used in the preparation of the information has been procured by Aberdeen for its own use and may have been acted on for its own purpose Some of the information may contain projections or other

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/things-past-and-modern-living (2016-04-26)
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  • China’s Bubble Trouble | Aberdeen | Thinking Aloud
    the mall operators hotels food companies drugmakers and consumer companies But the fact remains that in China transparency is low and disclosure poor So the recent rally bemused but did not surprise us Its basis was political not fundamental By this token we have no notion of how fast it will unwind although indiscriminate sell offs leading to cheaper valuations especially in Hong Kong which is suffering heavy collateral damage will be increasingly to our liking The recent rally bemused but did not surprise us It is galling but understandable if investors want us to be participating No one likes to miss out on performance But no rally is worth compromising a long term perspective for however painful the sacrifice to performance in the short term Because buying things that shouldn t have bought means there is usually nowhere to hide when it s eventually discovered Important Information Foreign securities are more volatile harder to price and less liquid than U S securities They are subject to different accounting and regulatory standards and political and economic risks These risks are enhanced in emerging markets countries Ref 23211 130715 1 Social media Download share or print this page Copy link Email link Print this page Share on twitter Share on LinkedIn Share on Google Share on Facebook Copy URL http www aberdeen asset ca en thinkingaloudus investment clarity chinas bubble trouble Select Article URL Close Asia ex Japan Emerging Markets Equities Related Articles EM corporate bonds what happened to the apocalypse Paradox for emerging market positivity Fighting off China s cold Words are wind in bond markets The ups and downs of U S share buybacks Asia ex Japan Emerging Markets Equities Related Links Learn more about Aberdeen Contact Us This Content Component encountered an error Send us feedback First Name Last Name Email Address Comments Thinking aloud Internal Links About Thinking aloud Privacy and Cookies Policy Accessibility Help Keep in touch twitter LinkedIn google facebook More about Aberdeen Asset About Aberdeen Asset Management Aberdeen Asset Management Copyright 2015 IMPORTANT INFORMATION PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS The views and opinions expressed are provided for general information only and do not constitute specific tax legal or investment advice to or recommendations for any person We suggest that you consult your financial or tax advisor accountant or attorney with regard to your specific situation The details contained here are for information purposes only and should not be considered as an offer or solicitation to deal in any of the investments mentioned herein Aberdeen Asset Management AAM does not warrant the accuracy adequacy or completeness of the information contained herein and expressly disclaims liability for errors or omissions in such information and materials Any research or analysis used in the preparation of the information has been procured by Aberdeen for its own use and may have been acted on for its own purpose Some of the information may contain projections or other forward looking statements regarding future events or future

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/chinas-bubble-trouble (2016-04-26)
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