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
China
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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
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Four views: Is it time to buy European equities?
Portfolio Adviser asks four experts if European equities are bouncing back considering the headwinds the region faces
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Macro matters: India’s tax glitch
Despite offering exciting opportunities, foreign investors may not be aware that a percentage of their return is subject to local capital gains tax
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Franklin Templeton: Can China’s newly-bolstered growth be maintained?
With economists upping their GDP forecasts for China, Marcus Weyerer examines how effective new fiscal policy will be in revitalising growth
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Avoiding market frights this Halloween
Tensions in China and a close election in the US could quash investor sentiment
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Nedgroup’s Roberts: Bond investors should avoid China and Japan
Bond holders should brace themselves for a rocky ride as two of the largest issuers face challenges
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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
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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