Macro matters: The Mexican wave
Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit
China
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Knacke’s money maps: Shine on?
In his monthly column, Ernst Knacke, head of research at Shard Capital, looks at whether gold is overvalued
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Fairview’s Yearsley: China becomes ‘story of September’
Top 44 best performing funds all China
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Is China at a turning point, or will it disappoint yet again?
Managers are divided on what China’s bold new stimulus package means for the nation’s future
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Fund manager profile: BlackRock’s Tom Holl on his transition mission
The BlackRock Energy and Resources Income trust provides a pragmatic approach to the energy transition, says manager Tom Holl
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M&G launches China fund for David Perrett
M&G China will select stocks from a universe of 300 Chinese companies
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Fidelity’s Dale Nicholls remains ‘cautiously optimistic’ on China
Chinese equity market trades at 60% discount to US
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Trium: Why geopolitics will keep pushing gold prices higher
The gold rally shows no signs of slowing as banks around the globe continue to ramp up buying, writes Tom Roderick
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Morningstar: What does the US election mean for investing in China?
The new president’s stance on China will have knock on effects for investors – Nick Stanhope looks at how to navigate them
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abrdn: Asian tech giants were paying dividends long before the US caught on
Companies such as TenCent, Samsung and TSMC were returning value to shareholders before the likes of Alphabet, says Yoojeong Oh
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Macro matters: Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed by wider markets
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Artemis: Emerging markets’ growing appetite for reform
Japan has soared after governance reforms, and neighbouring EM countries are following suit, writes Raheel Altaf
