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Monks research agenda 2017

Published by : Baillie Gifford

With their curiosity for learning undimmed, Monks’ investment managers share where they think their quest for learning will take them in the year ahead.

Published: 10 March 2017

Business Area: Markets

Type: Other

China – The World’s Best Consumption Story?

Published by : Baillie Gifford

In this paper Roderick Snell, Investment Manager of the Baillie Gifford Pacific Fund, examines three key drivers that are likely to make China one of the world’s best consumption stories.

Published: 09 February 2017

Business Area: China

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

Growth vs decline: Does 2017 spell trouble for China?

Published by : Aviva Investors

China’s economy is slowing, so its government have channelled their efforts into growth initiatives, delaying much-needed economic and structural reform. However, is this a move that will help China get back on track, or is it leading them down a slippery slope? Global growth reduction, labour costs

Published: 06 February 2017

Business Area: Economics

Type: Audio/Video (.mp3, mp4, mpg)

Will a return to credit-fuelled growth mean trouble for China?

Published by : Aviva Investors

Nick Samouilhan (Senior Fund Manager, Multi-Assets), Mary Nicola (Senior Economist and Strategist), Liam Spillane (Head of Emerging Market Debt) and Will Ballard (Head of Emerging Markets and Asia Pacific Equities) discuss the implications of China’s prioritisation of short-term growth targets over

Published: 23 November 2016

Business Area: Economics

Type: Portable Document Format (.pdf)

China’s economic challenge

Published by : Aviva Investors

While the Brexit vote earlier this year precipitated dire warnings about the potential consequences for the global economy, China's ballooning debt possibly poses a far bigger threat.

Published: 23 November 2016

Business Area: Economics

Type: Audio/Video (.mp3, mp4, mpg)

Infographic: Chinese policymakers walking a tightrope

Published by : Aviva Investors

While the biggest risk to the global economy is a sharp slowdown in China, a return to its excessive reliance on credit to stimulate growth increases the probability of a more severe economic correction in the longer term.

Published: 23 November 2016

Business Area: Economics

Type: Portable Document Format (.pdf)

The China Conundrum – Why more money could mean more problems

Published by : Aviva Investors

While the biggest risk to the global economy is a sharp slowdown in China, a return to its excessive reliance on credit to stimulate growth increases the probability of a more severe correction in the longer term.

Published: 23 November 2016

Business Area: Economics

Type: Portable Document Format (.pdf)

Why China’s debt swap is good for stocks

Published by : GAM

Barron’s Asia, Michael Lai comments on how the debt-to-equity swap program is good news for banks.

Published: 26 October 2016

Business Area: China

Type: Other

Emerging markets: positive fundamentals persist after Brexit vote

Published by : Hermes Investment Management

Are emerging markets proving to be one of the few good financial news stories following the vote for Brexit?

Published: 22 August 2016

Business Area: Emerging Markets

Type: Other

The China conundrum – why more money could mean more problems

Published by : Aviva Investors

While the biggest risk to the global economy is a sharp slowdown in China, a return to its excessive reliance on credit to stimulate growth increases the probability of a more severe correction in the longer-term, argue Mary Nicola and Will Ballard.

Published: 17 June 2016

Business Area: Economics

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful