Macro Views
China GDP growth hits 25-year low but markets unperturbed
China’s gross domestic product growth slipped to a 25-year low of 6.9% in 2015 it was confirmed Tuesday, but markets were largely unconcerned.
Commodities | 19 Jan 16
Commodity price plunge could spark social unrest, Axa says
The sustained slide in prices puts several EM commodity exporters at risk for political and social instability, said a senior economist at Axa Investment Managers.
China at a watershed, says T Rowe Price
The renewed turmoil in China’s financial markets in the first two weeks of 2016 has undermined investor sentiment, wiping trillions of dollars off the value of global stock markets. Anh Lu, lead portfolio manager for T. Rowe Price’s Asia ex-Japan Equity Strategy fund looks at whether this could mean China faces a Japanese-style ‘lost decade’ of growth.
Investment | 14 Jan 16
Great expectations: Low risk of recession in global economy
Wells Fargo Asset Management strategist Jim Paulsen says the global economy is not at risk from a recession but from exceeding expectations of growth.
ANALYSIS: Bears in ascendence as 2016 stutters into being
After a spectacularly dismal start to the year last week, all eyes turn this week to the start of corporate earnings season.