china monetary conditions will ease only gradually
Klaus Bockstaller explains why he thinks emerging market earnings forecasts of 10% for this year are realistic.
Klaus Bockstaller explains why he thinks emerging market earnings forecasts of 10% for this year are realistic.
Tim Drayson argues that the divergence in the European and US business cycles, that traditionally follow each other closely, will fade as we get closer to 2013.
There is risk in them there hills but, as Lee Robertson argues, for those prepared to be brave and make a positive investment decision, the rewards are there.
Stephanie Kretz assesses the impact for investors of last summer’s political unrest and the more recent threat of military intervention in the Middle East that have both threatened oil supplies.
Commodity managers struggled to even keep up with their benchmarks last year, says Amandine Thierree, yet they are keeping their allocations unchanged, describing 2011 as “just a phase”.
John Husselbee is looking to put his cash to work thanks to the positives of the eurozone solvency crisis abating, the US economy growing and a soft landing in China becoming more of a reality.
Ajay Argal looks forward to a boost to India’s equity markets from a $35bn infrastructure spend from the government.
George Renouf looks forward to taking advantage of cyclicals pushing ahead of defensives later this year, preferring quality companies that perform irrespective of the economic backdrop.
Last year was one of the worst for China’s markets though, as John Monaghan explains, fund managers are undecided over whether the resulting undervalued opportunities mean now is the right time to buy.
India’s woeful market performance in 2011 is a short-term blip in what is otherwise a long-term growth story, argues Ambit IA’s Andrew Holland.
Tim Cockerill argues that European politicians are right to take decisions to manage their economies that go against the market view.
Andrew Milligan sees the risks of 2012 being similar to those of the previous 12 months although risk assets themselves are priced cheaply.