China shoots to number one in gold race
China trumps India in the league of top gold-consuming nations, the World Gold Council reveals.
Macro News
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Asset management CEOs in expansion mode
Expansions could be on the horizon for confident CEOs, according to PwC’s latest research.
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Frontiers set to win from EM crisis Numis
Frontier markets have significantly beaten their EM counterparts for the first time since 2005, according to Numis Securities.
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BoE blurs guidance points to 2015 rate rise
A change in forward guidance blurs policy measures in the Inflation Report released by the Bank of England today.
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SLI on Abe misdiagnosis of Japan ills
SLI said export numbers suggest Abe's government must go further with structural reform
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Colombia the new EM investment pick
Investors are making the case for non-state-controlled companies in resource-rich Latin America
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Hedge funds avoided short-term pain Lyxor
Hedge funds have weathered the relative storms attached to emerging markets, global growth and central banks in recent weeks.
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EM buying opp through misguided selloff
EM sell-off creates a buying opp, suggests Towry’s Andrew Wilson
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Business confidence hits record high says ICAEW
Confidence in UK business has reached a record high though floundering exports could mean this is short-lived.
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This year is 2013 in slow motion
Stephanie Flanders, chief market strategist for UK & Europe at JP Morgan Asset Management (JPMAM), is expecting 2014 to be 2013 in slow motion for equities and fixed income.
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Muzinich outlines credit themes for 2014
High yield bonds are likely to outperform sovereign and investment grade credit again in 2014.
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Emerging market equity falls to get worse Becket
Emerging market equities have seen falls accelerate and things could get worse before they improve, in the view of Tom Becket, chief investment officer of PSigma Investment Management.
