Macro Views | 17 Dec 15
ANALYSIS: Does this mean we can start talking about fundamentals again?
Finally! After two and a half years of mixed messages and muddled data, of volatility and vacillation we can talk about something other than the Fed’s first rate hike in nine years.
Experts focus on European, Japanese equities after rate hike
Industry commentators remain positive about equities in 2016 following the US rate hike, opting for Europe and Japan over the US.
When things change
QE and the ‘taper tantrum’ of 2013 raised concerns among Standard Life Investments’ emerging market debt team, causing them to turn negative on countries with a twin deficit economy.
Investors maintain cautious approach for ASEAN
Against a backdrop of low commodity prices and souring consumer sentiment, regional fund selectors are choosing to adopt a more cautious approach toward ASEAN.
Emerging Markets | 16 Dec 15
India’s growth momentum lifts equity funds
For funds invested in Indian equities, 2015 is shaping out to be a good year as the country shows that it is able to reward investors with its resilient domestic consumer base.