Fishing for business in the summer volatility waves
Investors should be braced for a volatile summer, says Royal London’s Trevor Greetham, but there are pockets within equities that can offer some shelter.
China
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PA ANALYSIS: Where next for the Chinese equities rollercoaster?
It has certainly been an interesting year for investors in Chinese equities, to put it mildly.
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Confusion drives consensus in EMs and commodities
The second half of 2015 promises to be very different from the first, says Mark Harris, head of multi-asset at City Financial, which is some welcome good news for unloved emerging markets and commodities.
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China GDP climb does little to reassure investors
China’s second quarter annualised gross domestic product figure of 7% beat expectations of 6.8% but it has done little to increase investor confidence in the world’s most populated country.
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China’s trading freeze can undermine MSCI inclusion
The recent suspension of trading in 1300 A-share stocks could delay their much-awaited inclusion in MSCI’s emerging market index, fund houses said.
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Chinese equity rout slows but at what cost?
Chinese markets rose on Thursday, bringing relief from the frenzied selling that had characterised markets over the past few days and hope that the authorities increasingly heavy-handed measures to stop the rout had finally begun to work.
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China’s market plunge puts economy at risk
The continuing fall in China’s stock market puts the country’s entire financial system and structural reform agenda at risk, according to Axa Investment Managers and Schroders.
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‘Westernisation’ of Chinese banks threatens US and European counterparts – Dehn
The ‘Westernisation’ of Chinese banks will see them directly competing with their US and European counterparts, says Ashmore’s Jan Dehn.
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PA ANALYSIS: Will Japan’s gain be China’s downfall?
The Nikkei 225 ended the first half of 2015 at an 18-year high, and after 20 years of deflation there are hopes that the Japanese market is finally taking off.
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WisdomTree launches China ex-SOE index
The index excludes state-owned enterprises, providing an alternative to popular China indices, which are typically made up of 70% or more SOEs.
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Debating the traps of a Chinese bear market
With Chinese stocks having officially entered bear territory earlier this week, industry experts are divided on which neck of the woods the market will end up in.
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PA ANALYSIS: Has the market just looked down?
In the old Road Runner cartoons, Wile E. Coyote spent a lot of time running on air. Having run off a bridge or a cliff, he would remain remarkably buoyant for a while. Then he would look down and, of course, plummet to the floor.
