Mind Money: Why China will transform the global commodity market in 2025
China’s economy sways commodity markets, so a rapid slowdown of growth is likely to upend global dynamics, writes Igor Isaev
China
-
-
FundCalibre: The areas to watch under a Trump presidency
With speculation circling the new president’s potential policies, Darius McDermott examines the crucial areas for investors to watch
-
Four views: Is it time to buy European equities?
Portfolio Adviser asks four experts if European equities are bouncing back considering the headwinds the region faces
-
Macro matters: India’s tax glitch
Despite offering exciting opportunities, foreign investors may not be aware that a percentage of their return is subject to local capital gains tax
-
Franklin Templeton: Can China’s newly-bolstered growth be maintained?
With economists upping their GDP forecasts for China, Marcus Weyerer examines how effective new fiscal policy will be in revitalising growth
-
Avoiding market frights this Halloween
Tensions in China and a close election in the US could quash investor sentiment
-
Nedgroup’s Roberts: Bond investors should avoid China and Japan
Bond holders should brace themselves for a rocky ride as two of the largest issuers face challenges
-
Macro matters: The Mexican wave
Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit
-
Knacke’s money maps: Shine on?
In his monthly column, Ernst Knacke, head of research at Shard Capital, looks at whether gold is overvalued
-
Fairview’s Yearsley: China becomes ‘story of September’
Top 44 best performing funds all China
-
Is China at a turning point, or will it disappoint yet again?
Managers are divided on what China’s bold new stimulus package means for the nation’s future
-
Fund manager profile: BlackRock’s Tom Holl on his transition mission
The BlackRock Energy and Resources Income trust provides a pragmatic approach to the energy transition, says manager Tom Holl