Investment Strategy
The bull and bear case for Chinese equities
Switzerland-based Falcon Private Bank has a base case of 0% returns for China equities in 2016.
Emerging Markets | 19 Jan 16
Fund selectors rediscover EM equities
Investors are often accused of buying into a trend too late, when markets have already gone up a fair bit. But Europe’s fund buyers are putting on a brave face, and are already planning to move back into emerging market equities before they bounce back.
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: Are investors clutching at straws with their Japan overweights?
Japanese equities are enjoying a place in the rising sun in terms of the preferences of many investors, but is this a sound decision destined to yield rewards or an act of desperation?