Tilney: European consumer will prevent recession as fiscal policy flounders
Investors have been told to prepare for slower economic growth in the second half of the year, although a global recession should be avoided.
China
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China GDP growth surprises on the upside
China pulled out better than anticipated growth over the second quarter, leading analysts to speculate it could have greater momentum moving forward.
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Neptune’s Turnbull joins Invesco Perpetual’s EM team
Ex-Neptune China fund manager Douglas Turnbull has landed at Invesco Perpetual’s emerging markets team, following his recent departure from the firm.
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PA ANALYSIS: Why has MSCI taken so long to embrace A-shares?
MSCI has finally included China A-shares in its emerging market indices, but the decision seems long overdue.
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Fidelity China Special Sits hails market-beating gains post-Anthony Bolton
Fidelity’s high-profile China Special Situations investment trust has pointed to market-beating returns since its star manager Anthony Bolton retired.
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China’s credit downgrade could ‘reawaken risk’
While Moody’s Investor Service’s decision to downgrade China for the first time since 1989 didn’t move markets massively, some investors fear that it could dredge up negative sentiment.
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Neptune China fund manager Douglas Turnbull exits
Neptune Investment Management’s £32m China fund manager Douglas Turnbull has left the firm after more than 10 years.
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FTSE 100 hits record high as supply glut fears recede
The British blue-chip index climbed to 7,458.5 out of the gate on Monday morning, as the price of oil surged.
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PA ANALYSIS: Should you buy into the emerging markets rally?
Emerging market equities and bonds have outperformed their developed rivals by a large margin year-to-date, resulting in a surge in inflows.
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India and China trusts best performers in first quarter
Recoveries in the Indian and Chinese stock markets were key drivers of investment company performance in the first quarter, a report from QuotedData shows.
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Are investors in Asia too reliant on China and India?
While China and India are not the only countries in Asia changing their economic make-up, they are without doubt the largest – but is their influence on the rest of the region disproportionately large?
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PA ANALYSIS: Protectionist US policies no threat to China
The threat of protectionist US policies has weakened the yuan and caused concerns among some investors, but a more protectionist stance from the US might actually benefit China.
