FundCalibre: The shifting fortunes of emerging market giants
China is showing early signs of improvement while India’s economy has started to weaken, writes Darius McDermott
China is showing early signs of improvement while India’s economy has started to weaken, writes Darius McDermott
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Analysts from German asset manager DWS made a bold prediction
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One area of the market is still being overlooked
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Darius McDermott of FundCalibre considers some investment trust plays
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Banks, semiconductors and ‘green capex’ offer some appealing opportunities on the Continent
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In choppy and uncertain markets, absolute return funds offer potential for positive returns
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Is it time for a renaissance in domestic market interest?
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There is an element of investors having to roll with the punches, says FundCalibre MD
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There is no doubt we tend to highlight the negatives and overlook the positives, he says
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As a low beta, defensive asset class its attractions are not new
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They play a multi-faceted role within portfolios and, despite a few short-term headwinds, it’s impossible to deny the strength of the story
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It has been oversold to the point where some tech now looks particularly attractive
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