China cut, lifts markets, fuels growth fears
The People’s Bank of China announced its sixth rate cut of 2015, lowering interest rates for one year lending and deposits by 0.25 percentage points to 4.35% and 1.5% respectively.
China
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Unpacking China’s steely resolve
This week marks the first state visit of a Chinese president to the UK in a decade, and there has been much speculation about what will or won’t be discussed. I’m sure at the state dinner at Buckingham Palace, conversation remained cordial, but on other occasions, some straight talking on a number of issues may…
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China GDP surprise does little to lift markets
China announced higher than expected gross domestic product growth of 6.9% overnight, but markets in the United Kingdom and elsewhere in Europe were unimpressed.
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China’s middle class now largest worldwide
Funds that focus on China consumption are among those that should benefit from the expanding Chinese middle class, which has overtaken the US to become the world’s largest.
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PA ANALYSIS: Why equity markets are oversold
October has seen equities rally somewhat, indicating that investors believe markets are oversold – but is this really the case?
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Rate hike ramifications for REITs are nothing more than myth – Fidelity
Worries that a hike in interest rate will impact real estate are based on nothing more than myth, according to Fidelity’s Dirk Philippa.
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PA ANALYSIS: Playing the contrarian post-China rout
With global equities return forecasts reasonable at best, a dearth of exciting ideas may leave investors looking for contrarian plays.
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China bounce-back expected by half of advisers
One in two advisers anticipates an emerging markets bounce-back, with China in particular expected to recover from its slowdown, according to a survey from Cofunds.
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StanChart adds funds to align with views
Three recent fund choices reflect Standard Chartered Private Bank’s views on the overweights it made a few weeks ago, said Steve Brice, chief investment strategist for group wealth management.
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PA ANALYSIS: UK bets on Chinese golden age as Fed drops baton
If any further evidence was needed of the long term direction of travel for global financial markets, one need look no further than Aberdeen Asset Management’s announcement that it has been granted a business licence to operate in China.
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Buy and sell or hide and hold – Navigating volatile markets
With global markets beginning this week in the same unpredictable vein as they finished the last, two stockpickers debate whether it is time to buy or hide and hold.
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Real risk of a Chinese credit crisis- NN IP
There is a real risk of the market troubles in China developing into a credit crisis in the world’s most populated country, according to Maarten-Jan Bakkum, senior emerging market equities strategist at NN Investment Partners.
