Tech funds top the rankings for 2023
While tech was the standout performer in 2023, investors in China funds had contrasting fortunes
While tech was the standout performer in 2023, investors in China funds had contrasting fortunes
Fidelity International manager Dale Nicholls highlights earnings as a major focus for Chinese equity investors in 2024
China investors watch on with growing concern as the world’s second-largest economy slips into deflation and the hoped-for stimulus remains elusive
There are solid arguments supporting a harder landing scenario than markets are pricing in
Alessia Berardi, head of emerging macro and strategy at the Amundi Investment Institute, encourages investors to look afresh at the opportunities on offer in India
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
Where does sentiment lie in terms of the ongoing active/passive debate?
Guinness Greater China managers addressed concerns over the China property sector at an investor conference in London
Global CIO discusses the three factors informing the firm’s US allocation strategy
Fund manager David Aujla, who runs Invesco’s Summit Growth multi-asset portfolios, explains where he is seeing opportunities
Six investors outline their thoughts on markets for the final quarter of the year and beyond