Aberdeen: Six key repercussions of Trump’s tariffs
Aberdeen Investments’ chief economist Paul Diggle looks through the noise of recent weeks
China
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Markets fall further as US/China trade war escalates
Imposition of additional tariffs sends another ‘jolt of pessimism’ through markets
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Man Group: Is this just the start for AI in China?
DeepSeek’s eureka moment is little more than the firing of a starting pistol for AI innovation in China, writes Andrew Swan
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Morningstar: The value hotspots to watch as global markets shift
Promising opportunities are arising in Asia as global markets shift away from the US, writes Raymond Sham
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Data centres and deglobalisation: Inside £420m Utilico Emerging Markets portfolio
Jacqueline Broers discusses the trends shaping the Utilico Emerging Markets portfolio
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JPM: Finding opportunity amid the vastness of emerging markets
With an investment universe of over 1,300 companies across 24 starkly different economies, selectivity is crucial, writes John Citron
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Fairview’s Yearsley: China dominates February amid tariffs and DeepSeek innovation
UK market ‘chugging away’ with 2% gain
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Fund manager profile: Barings’ Omotunde Lawal on busting myths on EM credit
Despite widespread misconceptions, the emerging corporate credit market is ‘more of a teenager than a baby’, and with that maturity has come more stability and more opportunity
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Markets await clarity as China walks a stimulus tightrope
China must prioritise reviving economic activity, or risks a deflationary trajectory reminiscent of Japan’s lost decades
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FundCalibre: The shifting fortunes of emerging market giants
China is showing early signs of improvement while India’s economy has started to weaken, writes Darius McDermott
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Is it time to re-consider thriving China funds amid their rally?
China funds could be back on the menu after roaring back with some of the highest returns of 2024
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Beneath the bonnet: The case for Shell, Nubank, Grab and luxury goods
Three fund managers on stocks they are excited about right now