China
Don’t mistake equities’ current sanguine run for real strength
Investors should not rest too comfortably on the relative calm with which equity markets have greeted both the UK’s EU referendum and the election of Donald Trump to the US presidency warns Guy Stephens.
Fiscal policy could drive Asian equities in 2017 – BlackRock’s Swan
A transition from monetary to fiscal policy, progress on reforms in the region and low valuations make Asian equities attractive in 2017, said Andrew Swan, head of Asian equities at Blackrock in Hong Kong.
China meltdown `very unlikely’: Lombard Odier
China’s debt-to-GDP increased to 250% in the first quarter this year from 154% in 2008. But Lombard Odier believes the picture is not as bad as it seems.
What China’s debt pile and ’80s England have in common
There are a number of parallels to be drawn between the current debt overhang in China and 1980s Britain, particularly in the northeast, says Matthews Asia chief investment officer, Robert Horrocks.
Asian equities rise but volatility to remain
Asian equities have rallied in the third quarter of the year with a strong performance from technology, but volatility is likely to remain