pa analysis: china bears might just be right
China is the dominant global economy and an ever-expanding market place to do business, but how many have considered the impact of a continued slowdown in both?
Macro News
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fed to buy $400bn of treasuries in operation twist
The Fed is to buy and sell $400bn of US Treasuries to boost corporate business borrowing and consumer mortgage lending.
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the bull and the bear battle over china
Out on the ground in Hong Kong, Portfolio Adviser asked two China-focused economists if the country was headed for a hard or soft landing?
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Jury still out on Asian property bubble
Whether or not there is an Asian property bubble simply depends on who you ask.
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Brazil loosening positive for equities
The recent monetary easing cycle makes Brazil an attractive market to invest in, according to Carlos de Leon, co-manager at Allianz GI.
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Brazil loosening positive for equities
The recent monetary easing cycle makes Brazil an attractive market to invest in, according to Carlos de Leo, portfolio manager at Allianz.
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Emerging markets not portfolio panacea
Emerging market equities fail to consistently outperform developed markets over a 10 year period, new reseach shows.
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Europe cannot rely on China for a bailout
Schroders’ head of Asian equities warns Europe against looking to China for any direct financial help out of its debt crisis.
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Equities cheap for a reason
There is a growing clamour of voices insisting equities are oversold and valuations cheap. But given the continued political paralysis on both sides of the Atlantic, there’s a strong argument to steer clear of stocks.
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Japanese equities surprise winner over summer
While many other sectors received a pummelling over the summer months, Japanese equities joined gold and gilts in a short list of strong performers.
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Investors take greater risk as bank holds rat
As the BoE holds interest rates at 0.5% investors are forced to take greater risks for their income.
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Service sector slowdown points to UK economic stagnation
The Markit/CIPS PMI survey data for August shows the services sector falling by near record levels.