emerging markets replace europe
Barings’ latest Investment Barometer sees intermediaries moving out of Europe and into emerging markets as the former’s debt crisis will simply not go away.
Macro News
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china bull vs bear heats up
A fall in PMI figures and the start of a loosening cycle from the PBOC have reignited the debate on China and whether its economy is due a hard or soft landing next year…
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fiscal reform vital for us success
Major fiscal reform is essential if the US is to avoid being dragged back into recession, according to renowned economist Nancy Lazar.
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yousefian em conviction highest ever
Emerging markets have not lost any of their long-term attraction despite their recent sell off, according to Tony Yousefian chief investment officer at OPM Fund Management, whose Worldwide Opportunities Fund has its highest ever exposure to the sector.
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bofe banks could reduce business lending further
Minutes from the latest MPC meeting show banks could further restrict lending to businesses and households.
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guy de blonay – euros defining moment edges closer
We are living the last few weeks of the euro as we know it, according to Guy de Blonay fund manager of the Jupiter Financial Opportunities Fund, who predicts December’s anniversary of the Maastricht Treaty to be a defining date in the eurozone debt crisis.
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em corporate bonds next growth area
The growth of emerging market corporate bonds will make up for any shortfall in sovereign debt issuance as investor demand for EM fixed income develops, according to Helene Williamson head of EM debt at First State.
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super committee fails to agree us tax cuts
The US Super Committee has failed to reach an agreement on a plan to reduce the country’s $15trn national debt by $1.2trn.
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brics and rising stars are future growth economies
Jim O’Neill says the BRIC countries and other “rising stars” should take over from the current economic power-houses that are simply members of groups like the G7 for historic reasons.
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uk inflation begins its rapid descent
UK inflation fell back last month in a drop that signalled the start of a rapid descent back to target level, according to commentators.
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more friendly fire from us at asia pacific
The US has once again criticised everyone else, particularly Asian countries, for not doing enough to stimulate global economic growth.
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long term investors should have 20 percent in asia
Investors should hold up to 20% of their portfolio in Asia over the long term, even though short-term volatility is set to continue, according to Fidelity’s director of Asian equities, Catherine Yeung.
