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.
China
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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.
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Why T Rowe Price is significantly underweight China
With improved conditions in emerging markets set to continue, economic growth in the sector is poised to accelerate, says Gonzalo Pangaro, lead fund manager of T Rowe Price’s Emerging Markets Equity Fund.
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Cash from chaos: How to put your money to work
Market uncertainty is making it tough to make the right calls, but investors are keener than ever to put their money to work. Portfolio Adviser’s Guernsey roundtable discussed the issues.
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Chinese equities overtake the Trump train
China left the US in the dust last month and was the best performing region of the MSCI All Country World Index (ACWI), while France and Germany crawled behind.
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Dollar/yuan disparity ‘biggest concern’ for global assets – Andrews Gwynne
A robust dollar could have nasty implications for global assets but China is particularly at risk, said Andrews Gwynne partner Mark Smith.
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PA ANALYSIS: Sorting through the winners and losers post-Dodd Frank
The dismantling of Dodd-Frank will give European banks with ties to the United States a competitive advantage and could influence other nations to adopt a more competitive regulatory scheme.