Yuan devaluation could force sovereign rethink – Tilney Bestinvest
Further yuan devaluation could make asset allocation even tougher going forward, says Tilney Bestinvest’s Seager-Scott.
China
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Caution lingers following PBoC’s FX reserves disclosure
China-related mayhem appears to be the dish of the day, with a fresh serving of troubling data weighing on the minds of investors.
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PA ANALYSIS: Emerging markets, emerging strategies
Strengthened fiscal policy, tax system reforms and infrastructure spending are big promises coming from the Chinese Ministry of Finance this week, but will this be enough to tempt back investors back?
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Wild China stories and the likelihood of lower-for-longer rates
Economic news from China has been the root cause of market jitters during the summer, although the recent spike in market volatility did not lead to signs of distress within the financial system, in the manner of 2007/8.
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PA ANALYSIS: Reasons to stay the course as volatility storm looms
Volatility expectations have been given a shot in the arm by August’s wild swings, but despite this many investors are determined to stay the course.
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Trouble ahead for the Chinese consumer – Fidelity
There is trouble lurking for consumer-facing businesses in China, says Fidelity’s Nick Price, and investors must be diligent in this difficult environment.
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The evolution and future of absolute return
The sharp corrections and increased volatility of stock markets this August will have hurt many investors. For Absolute Return managers it should have provided an opportunity to demonstrate their skill in managing risk and protecting investors’ capital.
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China’s yuan calamity could spark interest rate cuts and reform backtracking – Henderson
The yuan devaluation is reform-driven rather than export-related, says Henderson’s Charlie Awdry, and could lead to lower Chinese interest rates and backtracking on financial reforms.
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PA ANALYSIS: No hiding place from China’s malaise
As the dust (hopefully soon) starts to settle on last week’s market carnage, investors are out pointing fingers at the biggest losers, and speculating on whether they could be tomorrow’s big winners.
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Fragile China PMI data sends shares lower
Soft manufacturing numbers have become the latest piece of information emanating from China to trouble equities markets.
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An Indian summer in the global equities maelstrom – BlackRock
India should be Asia investors’ next port of call in the ongoing equities maelstrom, says BlackRock’s Andrew Swan, though we must hope that the China storm does not become a global one.
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PA ANALYSIS: Was the past week much ado about nothing?
Being out of the country with very little time spent keeping tabs on the news I have gained a different perspective on the past week’s events than most.
