Macro Views
Chinese retail boom defies slowdown fears, says Fidelity
Despite resources such as oil, gas and coal being “negatively hit by the slowdown in growth in China”, it’s not all doom and gloom as Chinese consumers “continue to buy more than ever”, according to a recent report published by Fidelity International.
Macro Views | 30 Mar 16
ANALYSIS: Yellen reminds markets the Fed is in charge
Janet Yellen’s Economic Club of New York speech provided a timely reminder that nobody can move markets like central bankers.
Hong Kong to see strong growth in leveraged and inverse ETFs – Cerulli
Leveraged and inverse exchange traded funds, which are expected to be launched in Hong Kong later this year, are likely to boost trading in ETF products in the territory, according to research firm Cerulli Associates.
Macro Views | 29 Mar 16
Monetary policy heading toward “hazardous groupthink” – Pimco
Low, zero or even negative rates do not bring about the rebounds in growth and inflation that neo-Keynesian models predict, said Pimco’s Scott Mather.
Macro Views | 29 Mar 16
Asset and wealth mgt confidence hit by volatile markets
The asset and wealth management industry has seen its first significant fall in confidence since the winter of 2011, according to a joint report from the CBI and PwC.