UK GDP up 08 in Q1
ONS says growth a fraction under forecasts
Bank of America Merrill Lynch sees reasons for concern in the global macro picture
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Gustavo Medeiros, portfolio manager at Ashmore, has compared the US Federal Reserve to the Oracle of Delphi in its ambiguity.
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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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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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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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Stalling growth in China is fuelling concerns of a negative impact on the global economy.
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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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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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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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New survey highlights big differences in inflation fears across countries.
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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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