1234 briefings from 381 companies
Nothing better illustrates investors’ bipolarity – between fear & greed – than the subject of China. Before the crashes of 1997 & 2007, greed dominated, but fear is now the overriding emotion. In this update, Gary Greenberg, Head of Hermes Emerging Markets, analyses whether the fears are unfounded.
Company:Hermes Investment Management
Published:17 October 2014
China’s dramatic rise has been one of the defining themes of the shifting global economic landscape in recent decades. Fidelity offers the views of several of its leading investment professionals on where China goes from here.
Published:07 October 2014
Emerging markets have been in the news for the wrong reasons of late. Performance has been weak relative to other markets. But could they now represent an opportunity? Peter Saacke, manager of the Artemis Global Growth Fund provides his views.
Company:Artemis Investment Management
Published:28 January 2014
Business Area:Emerging Markets
China’s Variable Interest Entities (VIEs) have long allowed foreign investors to be able to partake in the growth of some industries in China, such as education and the Internet, restricted to foreigners. VIEs have come under increasing scrutiny. But are they inherently more risky?
Published:12 September 2012
Recent data on the health of the global economy is painting a worrying picture for investors. The main concern is that the intractable eurozone crisis is dragging down the performance of not only the core European countries but also China, the bulwark of global demand. Moreover, growth numbers in
Company:F&C Asset managment
Published:31 August 2012
Speaking at our Senate Monte Carlo Investment Conference, Gavekal co-chairman and chief economist Anatole Kaletsky explains why investors should be more focused on prospects for the US than Europe and warns on a bubble in bond markets.
Published:04 July 2012
While the unfolding drama of the Eurozone debt crisis has dominated the headlines in recent weeks, the question of whether or not China’s economy will have a hard landing this year has become more urgent.
Company:F&C Asset managment
Published:20 June 2012
Last month we remained hopeful that China and the US could serve as the joint locomotive driving the global economy forward despite the intensification of the crisis in Europe. Against the slew of disappointing data on the world economy released in the past weeks, this hope now looks dashed.
Company:AXA Investment Managers
Published:08 June 2012
Business Area:Asset Allocation
Following a boost in US investor confidence, the metrics for the global funds industry are now better than they have been for a long time. This briefing reports on the current state of global markets; and outlines some of the opportunities and risks a funds resurgence brings.
Published:08 May 2012
Lombard Odier has been bearish on Chinese equities for the past 2 years, judging that embedded risk premia were far too thin to offset the underlying structural risks. Chinese equities are now starting to look cheap, given stable economic indicators and equity return data.
Published:01 May 2012