A Letter From… Fund Selector Asia: Chinese equities still floundering
Fund Selector Asia’s Rupert Walker reports on-the-ground views from Hong Kong
Fund Selector Asia’s Rupert Walker reports on-the-ground views from Hong Kong
As the Year of the Dragon opens with the stockmarket of the world’s second-largest economy at record lows, Portfolio Adviser analyses the myriad headwinds facing China in 2024
Emerging market growth is becoming increasingly dependent on fundamentals
China has lost $7trn of market capitalisation over the past three years
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
Mike Gush and Roddy Snell will relinquish their roles on Baillie Gifford’s China specific funds
While IA North America and Tech continued to top monthly returns
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
£150m of costs will be cut across the business over two years
33 more top-performing funds than in Q4 2022
It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
Inflation, consumer resilience, and China among concerns