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
China
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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
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Trump, tariffs, and trade wars – The pivotal uncertainties lingering over Chinese equities
How the forthcoming trade war is fought matters a great deal to China’s future, writes Polar Capital’s Jerry Wu
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Four views: Is China too cheap to ignore?
Portfolio Adviser asks four experts if investors are justified in shifting capital away from India to take advantage of the more attractive and cheaper China
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Square Mile’s Fund Selector: IA Asia Pacific ex Japan funds to watch
Amaya Assan, head of fund origination at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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ARK Invest: Why Trump’s trade tariffs could fuel opportunity in China
Heightened tariffs may spur growth in China’s tech sector rather than stunt it as Trump intends, writes Rahul Bhushan
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Euro vision: What Europe’s valuation discount means for investors
As Europe’s political and economic woes mount, and incoming US president Trump’s trade tariffs loom large, what are the region’s investment prospects
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Morgan Stanley’s Oldenburg: Saudi Arabia offers bright prospects for EM investors
The head of emerging markets equity discusses why the overlooked region is in a sweet spot
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Mind Money: Why China will transform the global commodity market in 2025
China’s economy sways commodity markets, so a rapid slowdown of growth is likely to upend global dynamics, writes Igor Isaev
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FundCalibre: The areas to watch under a Trump presidency
With speculation circling the new president’s potential policies, Darius McDermott examines the crucial areas for investors to watch