Pacific Horizon’s Durrant: Why the US and Europe are the new emerging markets
Balance sheets across the Asia Pacific region are ‘three times’ stronger than they were during the Asian financial crisis, according to the manager
Alibaba
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Is China a ‘dead weight’ in emerging market equity funds?
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index
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Ewan Markson-Brown: ‘Long-term growth investing works better in Asia than most other markets’
Crux Asia ex-Japan strategy is less tech-heavy than his former Baillie Gifford fund, with punchier positions in materials and commodities
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Investors worry China crackdown may not be a ‘one-off’
Market cap of offshore tech sector has plunged 30% since regulatory scrutiny was stepped up
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Scottish Mortgage’s largest unlisted holding set for massive IPO
Ant Financial would be the largest company in the FTSE 100 if it listed in London
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Scottish Mortgage rakes in 419% from unlisted companies
Alibaba and Spotify among the investment trust’s successful picks
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Forget FANGs, it’s time to stick your teeth into STATs
While the FANG stocks have stolen the limelight over the past decade, Portfolio Adviser looks at the new group of tech stocks in town threatening to steal their crown.
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Axa inks strategic partnership with ecommerce giant Alibaba
French insurer Axa has entered into a worldwide strategic partnership to distribute its insurance products and services through the global ecommerce ecosystem of China’s Alibaba.
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China is just waking up to 4G possibilities
China is just waking up to the power of high-speed mobile internet, says Polen Capital, and the e-commerce space will make for rich pickings.
