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.
China
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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.
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Top multi managers reveal Black Monday responses
Three top multi-managers reveal how they reacted to the stock market sell-off.
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‘Nothing new in China’ but outflow risk remains- Carmignac
There is ‘nothing new in China’ but despite this there is a risk of continued capital outflows, according to Carmignac managing director Didier Saint-Georges.
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PA ANALYSIS: Searching for silver linings
Given how many clouds there are around at the moment, silver linings are pretty hard to come by.
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Wary Woodford looks for opportunities amid the noise
Unsurprised by the recent China-led market volatility, Neil Woodford says the strategy he has pursued since June last year has emphasised a weaker-than-consensus global economic backdrop, led by slowing growth in China.
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Bearish consensus yielding Chinese opportunities
Current market bearishness provides investment opportunities in China, says Fidelity’s Catherine Yeung.