home grown focus is not protectionism
Even the most export-driven country is being force to take a more domestic-led approach to its economic affairs.
Investment
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inward looking india
India’s economy has disappointed in 2011 largely thanks to its domestic problems. But a domestic focus will also help to stimulate growth, as it appears to be doing already.
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us not emerging markets
A slowdown in corporate growth could put the kibosh on any continuing economic growth in emerging markets.
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etp investors jump at declined gold prices
Gold ETP inflows surged to their highest level in over two months last week as price declines in the safe haven attracted investors.
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what if the eurozone was to break up
Cass Business School student Caroline Duong won the 2011 Threadneedle Investment Award for this essay on the investment implications of a break-up of the eurozone.
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l and g and meteor offer new structured products
L&G and Meteor Asset Management have both expanded their structured product ranges, with the launch of new plans.
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asias long term economic strength outweighs short term market falls
The recent shift towards developed rather than emerging markets is temporary, argues Catherine Yeung, who says Asia’s economic strength will soon see a return to emerging nations.
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incapital europe launches inflation-beating structured products
Incapital Europe has launched a couple of structured investment plans aimed at investors looking to beat inflation in a low base rate environment.
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first state further expands em debt team
First State Investments has expanded its recently established emerging markets debt team with three new hires.
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does em debt offer a defensive play
Emerging Market sovereign debt should increasingly be seen as a defensive play because of the countries’ low budget deficits compared to developed nations, according to Pimco.
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re rating will make china equities more attractive
James Millard looks ahead at a re-rating for China equities as another positive sign for emerging Asian investing.
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overly optimisic forecasts will lead to year end disappointment
As the Q3 reporting season has now kicked off, James Butterfill looks at corporate earnings forecasts that he suggests are too generous.