US Fed like the Oracle of Delphi
Gustavo Medeiros, portfolio manager at Ashmore, has compared the US Federal Reserve to the Oracle of Delphi in its ambiguity.
Macro News
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Chinese financials Russian energy stocks in common
Any position in broad emerging markets based on valuation is to a large extent a view on Chinese financials and Russian energy stocks, according to Schroders’ Johanna Kyrklund.
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currency the doorway back into Indian equities
A combination of improving headline macro-economic numbers, the rising expectation of a market friendly election result, plus ongoing uncertainty within the emerging market peer group, is drawing India back onto the global radar.
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Emerging markets key to global growth Barnett
Mark Barnett says uncertainty over the strength of economic growth in emerging markets, particularly China, is not supportive for global growth.
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China may be financial accident waiting to happen
Stalling growth in China is fuelling concerns of a negative impact on the global economy.
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Wage inflation indicates brighter horizons
Wednesdays average earnings numbers are expected to show 2% growth, which could finally mean an end to the erosion of purchasing wage power.
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Ireland the poster child of austerity JPMAM
The country has overcome its difficulties of recent years to become the poster child of austerity, in the view of Michael Barakos, CIO at JPMAM.
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Where are the opportunities in global equities
In the global equity sector, technology and health stand out offering attractive opportunities, according to Swiss & Global and its parent GAM.
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Inflation fear varies widely Legg Mason finds
New survey highlights big differences in inflation fears across countries.
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Emerging markets at attractive valuations JPMAM
Political uncertainty and currency volatility have increased sell offs, leaving emerging market equities at attractive valuations for investors with a long time horizon.
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Make space for Africa Swiss and Global
A rising demand for minerals and oil has boosted the sub-Saharan economy by more than triple its size.
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Copper pressured due to supply surplus
The copper market was largely balanced in 2013, despite global mine production rising by 8%, its fastest pace in over a decade, said Thomson Reuters GFMS.
